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 | $37,649 | $127,100-70.4% | $105,738-64.4% | $135,375-72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.38% | 4.49%-13.9pp | 6.27%-15.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $8,241 | $4,107+100.7% | $3,268+152.2% | $4,779+72.5% |
| Participant deferral / active EE | $5,864 | $5,064+15.8% | $4,080+43.7% | $5,609+4.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |