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 | $42,317 | $62,586-32.4% | $76,768-44.9% | $64,186-34.1% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -7.70% | -1.95%-5.8pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,604 | $1,832-12.5% | $2,485-35.5% | $2,381-32.6% |
| Participant deferral / active EE | $2,840 | $3,145-9.7% | $3,852-26.3% | $3,470-18.1% |
| Admin fee / account holder | $200 | $4,667-95.7% | $6,675-97.0% | $4,888-95.9% |