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 | $95,038 | $167,307-43.2% | $143,757-33.9% | $134,475-29.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -24.15% | 0.46%-24.6pp | -0.04%-24.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,844 | $5,619-67.2% | $4,951-62.8% | $4,740-61.1% |
| Participant deferral / active EE | $4,263 | $6,446-33.9% | $5,637-24.4% | $6,400-33.4% |
| Admin fee / account holder | $53 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |