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 | $27,905 | $77,813-64.1% | $123,544-77.4% | $64,186-56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.76% | 12.48%-22.2pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $4,318 | $3,014+43.3% | $4,628-6.7% | $2,381+81.4% |
| Participant deferral / active EE | $3,219 | $5,240-38.6% | $6,426-49.9% | $3,470-7.2% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |