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 | $36,824 | $99,032-62.8% | $80,019-54.0% | $135,375-72.8% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -10.85% | 15.39%-26.2pp | 11.22%-22.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,649 | $3,043-45.8% | $2,468-33.2% | $4,779-65.5% |
| Participant deferral / active EE | $5,947 | $4,282+38.9% | $3,686+61.4% | $5,609+6.0% |
| Admin fee / account holder | $192 | $10,436-98.2% | $6,521-97.1% | $10,827-98.2% |