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 | $18,203 | $140,578-87.1% | $100,671-81.9% | $125,391-85.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -4.27% | 24.67%-28.9pp | 20.43%-24.7pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,793 | $5,965-69.9% | $4,012-55.3% | $4,866-63.2% |
| Participant deferral / active EE | $6,861 | $3,981+72.3% | $3,144+118.2% | $5,352+28.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |