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 | $81,363 | $90,519-10.1% | $93,789-13.2% | $134,475-39.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 81.0%+7.9pp | 81.2%+7.7pp |
| Annual return | -24.13% | -15.72%-8.4pp | -11.33%-12.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $8,138 | $4,343+87.4% | $4,323+88.3% | $4,740+71.7% |
| Participant deferral / active EE | $8,313 | $5,978+39.1% | $6,094+36.4% | $6,400+29.9% |
| Admin fee / account holder | $70 | $9,252-99.2% | $7,195-99.0% | $11,426-99.4% |