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 | $28,660 | $215,361-86.7% | $171,082-83.2% | $273,961-89.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -7.01% | 25.14%-32.1pp | 32.56%-39.6pp | 41.45%-48.5pp |
| Employer contribution / active EE | $1,308 | $4,967-73.7% | $4,002-67.3% | $4,869-73.1% |
| Participant deferral / active EE | $3,768 | $5,543-32.0% | $4,797-21.5% | $5,287-28.7% |
| Admin fee / account holder | $54 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |