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 | $23,925 | $43,723-45.3% | $121,196-80.3% | $64,186-62.7% |
| Participation rate | 70.6% | 58.3%+12.3pp | 71.7%-1.2pp | 69.6%+1.0pp |
| Annual return | -10.24% | 68.91%-79.1pp | 16.93%-27.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,052 | $1,296+58.3% | $4,022-49.0% | $2,381-13.8% |
| Participant deferral / active EE | $3,324 | $2,280+45.8% | $3,344-0.6% | $3,470-4.2% |
| Admin fee / account holder | $267 | $3,501-92.4% | $5,019-94.7% | $4,888-94.5% |