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 | $54,945 | $61,660-10.9% | $80,019-31.3% | $64,186-14.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -9.06% | -0.33%-8.7pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,462 | $1,810+36.0% | $2,468-0.2% | $2,381+3.4% |
| Participant deferral / active EE | $5,850 | $2,968+97.1% | $3,686+58.7% | $3,470+68.6% |
| Admin fee / account holder | $198 | $5,417-96.4% | $6,521-97.0% | $4,888-96.0% |