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 | $73,440 | $62,586+17.3% | $76,768-4.3% | $64,186+14.4% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -7.53% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,514 | $1,832+146.4% | $2,485+81.6% | $2,381+89.6% |
| Participant deferral / active EE | $10,084 | $3,145+220.7% | $3,852+161.8% | $3,470+190.6% |
| Admin fee / account holder | $2 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |