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 | $55,295 | $72,177-23.4% | $115,037-51.9% | $59,632-7.3% |
| Participation rate | 75.7% | 72.6%+3.1pp | 81.4%-5.7pp | 68.7%+7.0pp |
| Annual return | -2.64% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,606 | $2,841-8.3% | $4,608-43.4% | $2,203+18.3% |
| Participant deferral / active EE | $5,841 | $4,783+22.1% | $6,026-3.1% | $3,192+83.0% |
| Admin fee / account holder | $114 | $4,927-97.7% | $8,175-98.6% | $4,297-97.3% |