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 | $36,359 | $96,557-62.3% | $80,975-55.1% | $273,961-86.7% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.8%+19.8pp | 83.0%+12.6pp |
| Annual return | -1.10% | 15.14%-16.2pp | 17.10%-18.2pp | 41.45%-42.6pp |
| Employer contribution / active EE | $3,080 | $4,868-36.7% | $3,714-17.1% | $4,869-36.7% |
| Participant deferral / active EE | $5,232 | $6,598-20.7% | $5,696-8.2% | $5,287-1.1% |
| Admin fee / account holder | $190 | $7,492-97.5% | $5,516-96.6% | $10,132-98.1% |