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 | $11,955 | $40,256-70.3% | $57,343-79.2% | $59,632-80.0% |
| Participation rate | 76.5% | 69.2%+7.3pp | 75.1%+1.4pp | 68.7%+7.8pp |
| Annual return | -6.93% | 27.49%-34.4pp | 24.39%-31.3pp | 2041.28%-2048.2pp |
| Employer contribution / active EE | $650 | $1,922-66.2% | $2,689-75.8% | $2,203-70.5% |
| Participant deferral / active EE | $2,171 | $2,399-9.5% | $3,162-31.4% | $3,192-32.0% |
| Admin fee / account holder | $188 | $2,818-93.3% | $3,356-94.4% | $4,297-95.6% |