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 | $35,114 | $127,386-72.4% | $115,037-69.5% | $125,391-72.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -5.11% | 31.28%-36.4pp | 26.14%-31.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $3,074 | $5,166-40.5% | $4,608-33.3% | $4,866-36.8% |
| Participant deferral / active EE | $5,132 | $6,423-20.1% | $6,026-14.8% | $5,352-4.1% |
| Admin fee / account holder | $64 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |