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 | $22,588 | $77,813-71.0% | $123,544-81.7% | $64,186-64.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.85% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,758 | $3,014-8.5% | $4,628-40.4% | $2,381+15.8% |
| Participant deferral / active EE | $5,018 | $5,240-4.2% | $6,426-21.9% | $3,470+44.6% |
| Admin fee / account holder | $289 | $5,519-94.8% | $9,284-96.9% | $4,888-94.1% |