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 | $44,206 | $77,813-43.2% | $123,544-64.2% | $64,186-31.1% |
| Participation rate | 72.3% | 74.7%-2.4pp | 82.3%-10.0pp | 69.6%+2.7pp |
| Annual return | -10.13% | 12.48%-22.6pp | 119.20%-129.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $3,527 | $3,014+17.0% | $4,628-23.8% | $2,381+48.1% |
| Participant deferral / active EE | $5,229 | $5,240-0.2% | $6,426-18.6% | $3,470+50.7% |
| Admin fee / account holder | $271 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |