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 | $31,597 | $175,600-82.0% | $129,110-75.5% | $134,475-76.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.3%+10.2pp | 81.2%+6.3pp |
| Annual return | -23.46% | -11.39%-12.1pp | -10.94%-12.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,309 | $7,975+54.3% | $6,542+88.1% | $6,400+92.3% |
| Admin fee / account holder | $122 | $23,567-99.5% | $14,302-99.1% | $11,426-98.9% |