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 | $138,997 | $211,958-34.4% | $169,463-18.0% | $135,375+2.7% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -13.99% | 3.26%-17.2pp | 1.83%-15.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $797 | $5,120-84.4% | $4,159-80.8% | $4,779-83.3% |
| Participant deferral / active EE | $2,074 | $6,075-65.9% | $5,277-60.7% | $5,609-63.0% |
| Admin fee / account holder | $95 | $11,471-99.2% | $9,109-99.0% | $10,827-99.1% |