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 | $24,412 | $127,386-80.8% | $115,037-78.8% | $125,391-80.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -4.03% | 31.28%-35.3pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $3,728 | $5,166-27.8% | $4,608-19.1% | $4,866-23.4% |
| Participant deferral / active EE | $2,852 | $6,423-55.6% | $6,026-52.7% | $5,352-46.7% |
| Admin fee / account holder | $69 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |