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 9-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 | $16,551 | $58,577-71.7% | $83,333-80.1% | $64,186-74.2% |
| Participation rate | 78.1% | 72.0%+6.1pp | 77.8%+0.4pp | 69.6%+8.6pp |
| Annual return | -28.16% | 9.65%-37.8pp | 10.63%-38.8pp | 7.63%-35.8pp |
| Employer contribution / active EE | $4,148 | $2,098+97.7% | $3,379+22.8% | $2,381+74.2% |
| Participant deferral / active EE | $6,245 | $4,654+34.2% | $5,565+12.2% | $3,470+80.0% |
| Admin fee / account holder | $5 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |