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 | $58,503 | $57,354+2.0% | $83,848-30.2% | $64,186-8.9% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | -8.89% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,590 | $2,545-37.5% | $3,631-56.2% | $2,381-33.2% |
| Participant deferral / active EE | $3,048 | $2,993+1.8% | $4,082-25.3% | $3,470-12.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |