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 | $35,689 | $48,364-26.2% | $71,796-50.3% | $62,891-43.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -5.40% | 13.16%-18.6pp | 78.04%-83.4pp | 20.14%-25.5pp |
| Employer contribution / active EE | $1,954 | $1,042+87.5% | $1,924+1.5% | $2,281-14.3% |
| Participant deferral / active EE | $1,706 | $2,091-18.4% | $2,794-38.9% | $3,203-46.7% |
| Admin fee / account holder | $288 | $3,771-92.4% | $4,815-94.0% | $4,296-93.3% |