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 | $57,599 | $131,829-56.3% | $108,579-47.0% | $273,961-79.0% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | -8.23% | -91.57%+83.3pp | -51.70%+43.5pp | 41.45%-49.7pp |
| Employer contribution / active EE | $5,510 | $4,912+12.2% | $3,758+46.6% | $4,869+13.2% |
| Participant deferral / active EE | $2,408 | $5,127-53.0% | $4,311-44.1% | $5,287-54.4% |
| Admin fee / account holder | $26 | $10,252-99.7% | $7,645-99.7% | $10,132-99.7% |