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 | $56,884 | $54,350+4.7% | $82,719-31.2% | $68,494-17.0% |
| Participation rate | 76.7% | 63.9%+12.8pp | 72.6%+4.2pp | 67.9%+8.9pp |
| Annual return | -20.11% | -13.67%-6.4pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,951 | $2,218-12.0% | $3,009-35.2% | $2,596-24.9% |
| Participant deferral / active EE | $3,575 | $3,246+10.1% | $4,395-18.7% | $4,027-11.2% |
| Admin fee / account holder | $278 | $4,395-93.7% | $5,329-94.8% | $5,403-94.8% |