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 | $40,448 | $83,337-51.5% | $67,834-40.4% | $273,961-85.2% |
| Participation rate | 76.5% | 76.4%0pp | 68.8%+7.7pp | 83.0%-6.5pp |
| Annual return | -4.44% | 259.45%-263.9pp | 138.47%-142.9pp | 41.45%-45.9pp |
| Employer contribution / active EE | $1,542 | $3,287-53.1% | $2,403-35.9% | $4,869-68.3% |
| Participant deferral / active EE | $2,531 | $4,088-38.1% | $3,160-19.9% | $5,287-52.1% |
| Admin fee / account holder | $107 | $6,752-98.4% | $4,622-97.7% | $10,132-98.9% |