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 | $33,749 | $127,386-73.5% | $115,037-70.7% | $125,391-73.1% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -5.58% | 31.28%-36.9pp | 26.14%-31.7pp | 282.22%-287.8pp |
| Employer contribution / active EE | $2,362 | $5,166-54.3% | $4,608-48.7% | $4,866-51.5% |
| Participant deferral / active EE | $4,457 | $6,423-30.6% | $6,026-26.0% | $5,352-16.7% |
| Admin fee / account holder | $84 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |