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 | $40,090 | $54,726-26.7% | $68,793-41.7% | $64,186-37.5% |
| Participation rate | 78.7% | 68.0%+10.7pp | 72.2%+6.5pp | 69.6%+9.2pp |
| Annual return | -8.11% | -1.62%-6.5pp | -4.63%-3.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,384 | $1,846+29.2% | $2,625-9.2% | $2,381+0.1% |
| Participant deferral / active EE | $3,803 | $2,626+44.8% | $3,311+14.9% | $3,470+9.6% |
| Admin fee / account holder | $212 | $4,027-94.7% | $5,131-95.9% | $4,888-95.7% |