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 | $20,559 | $99,341-79.3% | $84,750-75.7% | $273,961-92.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.85% | 22.93%-26.8pp | 22.78%-26.6pp | 41.45%-45.3pp |
| Employer contribution / active EE | $5,820 | $4,214+38.1% | $3,574+62.8% | $4,869+19.5% |
| Participant deferral / active EE | $1,058 | $4,269-75.2% | $3,712-71.5% | $5,287-80.0% |
| Admin fee / account holder | $283 | $6,644-95.7% | $5,332-94.7% | $10,132-97.2% |