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 5-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 | $79,671 | $167,307-52.4% | $143,757-44.6% | $134,475-40.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.39% | 0.46%-24.9pp | -0.04%-24.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $8,435 | $5,619+50.1% | $4,951+70.4% | $4,740+78.0% |
| Participant deferral / active EE | $5,365 | $6,446-16.8% | $5,637-4.8% | $6,400-16.2% |
| Admin fee / account holder | $103 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |