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 | $77,771 | $50,958+52.6% | $74,550+4.3% | $64,186+21.2% |
| Participation rate | 80.6% | 61.1%+19.6pp | 69.1%+11.5pp | 69.6%+11.1pp |
| Annual return | -8.34% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,662 | $1,115+49.0% | $1,961-15.2% | $2,381-30.2% |
| Participant deferral / active EE | $3,805 | $2,301+65.3% | $3,108+22.4% | $3,470+9.7% |
| Admin fee / account holder | $25 | $4,223-99.4% | $5,060-99.5% | $4,888-99.5% |