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 | $62,008 | $107,791-42.5% | $90,645-31.6% | $135,375-54.2% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -9.78% | -0.90%-8.9pp | 1.88%-11.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,819 | $3,018+92.8% | $2,532+129.9% | $4,779+21.8% |
| Participant deferral / active EE | $6,177 | $3,872+59.5% | $3,425+80.4% | $5,609+10.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |