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 | $57,020 | $181,894-68.7% | $156,549-63.6% | $273,961-79.2% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | -1.30% | 30.74%-32.0pp | 32.23%-33.5pp | 41.45%-42.7pp |
| Employer contribution / active EE | $2,869 | $6,248-54.1% | $5,501-47.9% | $4,869-41.1% |
| Participant deferral / active EE | $5,028 | $5,550-9.4% | $4,871+3.2% | $5,287-4.9% |
| Admin fee / account holder | $46 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |