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 10-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 | $30,097 | $127,100-76.3% | $105,738-71.5% | $135,375-77.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 76.3%+16.5pp | 82.6%+10.2pp |
| Annual return | -12.74% | 4.49%-17.2pp | 6.27%-19.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,886 | $4,107-29.7% | $3,268-11.7% | $4,779-39.6% |
| Participant deferral / active EE | $7,435 | $5,064+46.8% | $4,080+82.2% | $5,609+32.6% |
| Admin fee / account holder | $92 | $9,087-99.0% | $6,913-98.7% | $10,827-99.1% |