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 | $70,447 | $88,707-20.6% | $74,183-5.0% | $273,961-74.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | -2.49% | 11.94%-14.4pp | 17.74%-20.2pp | 41.45%-43.9pp |
| Employer contribution / active EE | $5,148 | $3,159+63.0% | $2,370+117.2% | $4,869+5.7% |
| Participant deferral / active EE | $7,287 | $4,212+73.0% | $3,550+105.3% | $5,287+37.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |