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 6-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 | $19,127 | $133,958-85.7% | $112,228-83.0% | $134,475-85.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -21.38% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,714 | $4,038-32.8% | $3,635-25.3% | $4,740-42.7% |
| Participant deferral / active EE | $5,963 | $5,291+12.7% | $4,728+26.1% | $6,400-6.8% |
| Admin fee / account holder | $57 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |