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 8-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 | $28,037 | $142,344-80.3% | $119,609-76.6% | $134,475-79.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.69% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,258 | $5,222-37.6% | $4,232-23.0% | $4,740-31.3% |
| Participant deferral / active EE | $4,542 | $6,469-29.8% | $5,602-18.9% | $6,400-29.0% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |