See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,378 | $97,044-79.0% | $83,333-75.5% | $135,375-84.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -10.56% | 12.31%-22.9pp | 10.63%-21.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,245 | $4,143-45.8% | $3,379-33.5% | $4,779-53.0% |
| Participant deferral / active EE | $4,508 | $5,964-24.4% | $5,565-19.0% | $5,609-19.6% |
| Admin fee / account holder | $23 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |