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 | $46,365 | $64,307-27.9% | $57,343-19.1% | $125,391-63.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.78% | 25.12%-28.9pp | 24.39%-28.2pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,397 | $3,193-56.2% | $2,689-48.0% | $4,866-71.3% |
| Participant deferral / active EE | $5,481 | $3,848+42.4% | $3,162+73.3% | $5,352+2.4% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |