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 5-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 | $110,616 | $140,588-21.3% | $123,104-10.1% | $125,391-11.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -5.98% | 16.80%-22.8pp | 13.22%-19.2pp | 282.22%-288.2pp |
| Employer contribution / active EE | $2,188 | $6,041-63.8% | $5,151-57.5% | $4,866-55.0% |
| Participant deferral / active EE | $5,284 | $6,980-24.3% | $6,230-15.2% | $5,352-1.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |