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 | $31,335 | $107,791-70.9% | $90,645-65.4% | $135,375-76.9% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | -10.85% | -0.90%-9.9pp | 1.88%-12.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,775 | $3,018+25.1% | $2,532+49.1% | $4,779-21.0% |
| Participant deferral / active EE | $7,219 | $3,872+86.4% | $3,425+110.8% | $5,609+28.7% |
| Admin fee / account holder | $212 | $5,930-96.4% | $4,994-95.8% | $10,827-98.0% |