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 | $42,954 | $132,239-67.5% | $105,722-59.4% | $273,961-84.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | -3.86% | 10.07%-13.9pp | 12.25%-16.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,896 | $4,867-61.0% | $4,079-53.5% | $4,869-61.1% |
| Participant deferral / active EE | $10,073 | $6,233+61.6% | $5,326+89.1% | $5,287+90.5% |
| Admin fee / account holder | $286 | $12,032-97.6% | $8,308-96.6% | $10,132-97.2% |