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 | $28,042 | $62,586-55.2% | $76,768-63.5% | $64,186-56.3% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -8.05% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,671 | $1,832-8.8% | $2,485-32.8% | $2,381-29.8% |
| Participant deferral / active EE | $3,302 | $3,145+5.0% | $3,852-14.3% | $3,470-4.8% |
| Admin fee / account holder | $146 | $4,667-96.9% | $6,675-97.8% | $4,888-97.0% |