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 | $31,604 | $50,958-38.0% | $74,550-57.6% | $64,186-50.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -10.37% | -1.86%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $4,225 | $1,115+278.8% | $1,961+115.5% | $2,381+77.5% |
| Participant deferral / active EE | $3,479 | $2,301+51.2% | $3,108+11.9% | $3,470+0.3% |
| Admin fee / account holder | $178 | $4,223-95.8% | $5,060-96.5% | $4,888-96.4% |