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 | $55,032 | $52,519+4.8% | $155,790-64.7% | $59,632-7.7% |
| Participation rate | 92.0% | 61.7%+30.3pp | 76.1%+15.9pp | 68.7%+23.3pp |
| Annual return | -2.99% | 53.51%-56.5pp | 71.54%-74.5pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,145 | $1,589+35.0% | $3,836-44.1% | $2,203-2.6% |
| Participant deferral / active EE | $6,444 | $3,084+108.9% | $4,797+34.3% | $3,192+101.9% |
| Admin fee / account holder | $222 | $3,540-93.7% | $7,478-97.0% | $4,297-94.8% |