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 | $23,823 | $61,660-61.4% | $80,019-70.2% | $64,186-62.9% |
| Participation rate | 89.2% | 71.7%+17.5pp | 75.8%+13.4pp | 69.6%+19.7pp |
| Annual return | -8.04% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,209 | $1,810+22.0% | $2,468-10.5% | $2,381-7.2% |
| Participant deferral / active EE | $2,997 | $2,968+1.0% | $3,686-18.7% | $3,470-13.6% |
| Admin fee / account holder | $280 | $5,417-94.8% | $6,521-95.7% | $4,888-94.3% |