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 | $34,680 | $43,327-20.0% | $59,878-42.1% | $64,186-46.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -7.74% | -1.55%-6.2pp | 3.46%-11.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,232 | $2,028+59.3% | $2,722+18.7% | $2,381+35.7% |
| Participant deferral / active EE | $6,149 | $2,546+141.5% | $3,402+80.8% | $3,470+77.2% |
| Admin fee / account holder | $7 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |