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 | $24,843 | $158,817-84.4% | $121,196-79.5% | $135,375-81.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -10.71% | -0.64%-10.1pp | 16.93%-27.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,035 | $5,665-81.7% | $4,022-74.3% | $4,779-78.4% |
| Participant deferral / active EE | $3,382 | $4,005-15.6% | $3,344+1.1% | $5,609-39.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |