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 | $91,132 | $97,044-6.1% | $83,333+9.4% | $135,375-32.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.93% | 12.31%-22.2pp | 10.63%-20.6pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,244 | $4,143-45.8% | $3,379-33.6% | $4,779-53.0% |
| Participant deferral / active EE | $5,266 | $5,964-11.7% | $5,565-5.4% | $5,609-6.1% |
| Admin fee / account holder | $288 | $8,380-96.6% | $7,510-96.2% | $10,827-97.3% |