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 | $31,797 | $64,307-50.6% | $57,343-44.5% | $125,391-74.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -7.40% | 25.12%-32.5pp | 24.39%-31.8pp | 282.22%-289.6pp |
| Employer contribution / active EE | $5,036 | $3,193+57.7% | $2,689+87.3% | $4,866+3.5% |
| Participant deferral / active EE | $4,946 | $3,848+28.5% | $3,162+56.4% | $5,352-7.6% |
| Admin fee / account holder | $8 | $5,242-99.9% | $3,356-99.8% | $9,540-99.9% |