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 | $36,117 | $95,416-62.1% | $185,823-80.6% | $85,850-57.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | -3.23% | 23.59%-26.8pp | 122.05%-125.3pp | 318.53%-321.8pp |
| Employer contribution / active EE | $2,355 | $3,314-28.9% | $5,167-54.4% | $2,565-8.2% |
| Participant deferral / active EE | $1,749 | $3,423-48.9% | $5,568-68.6% | $3,952-55.8% |
| Admin fee / account holder | $259 | $7,213-96.4% | $16,237-98.4% | $6,260-95.9% |