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 | $42,107 | $42,894-1.8% | $60,874-30.8% | $68,494-38.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.25% | -13.98%-5.3pp | 16.90%-36.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,906 | $1,978+97.5% | $2,701+44.6% | $2,596+50.5% |
| Participant deferral / active EE | $1,981 | $2,867-30.9% | $3,817-48.1% | $4,027-50.8% |
| Admin fee / account holder | $156 | $3,101-95.0% | $3,224-95.2% | $5,403-97.1% |