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 4-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 | $37,119 | $65,703-43.5% | $94,224-60.6% | $59,632-37.8% |
| Participation rate | 72.2% | 72.1%+0.1pp | 78.8%-6.5pp | 68.7%+3.6pp |
| Annual return | -3.72% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,138 | $2,021+5.8% | $3,587-40.4% | $2,203-2.9% |
| Participant deferral / active EE | $3,507 | $3,143+11.6% | $4,320-18.8% | $3,192+9.9% |
| Admin fee / account holder | $300 | $4,264-93.0% | $6,269-95.2% | $4,297-93.0% |