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 | $85,348 | $106,115-19.6% | $85,969-0.7% | $125,391-31.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 76.5%-1.5pp | 83.2%-8.2pp |
| Annual return | -5.83% | 13.93%-19.8pp | 9.32%-15.1pp | 282.22%-288.1pp |
| Employer contribution / active EE | $1,775 | $4,537-60.9% | $3,474-48.9% | $4,866-63.5% |
| Participant deferral / active EE | $4,568 | $4,859-6.0% | $3,829+19.3% | $5,352-14.6% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |