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 | $60,585 | $92,222-34.3% | $76,768-21.1% | $135,375-55.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -9.45% | 5.46%-14.9pp | 2.43%-11.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,458 | $3,216-54.7% | $2,485-41.3% | $4,779-69.5% |
| Participant deferral / active EE | $5,642 | $4,509+25.1% | $3,852+46.5% | $5,609+0.6% |
| Admin fee / account holder | $42 | $10,748-99.6% | $6,675-99.4% | $10,827-99.6% |