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 | $30,570 | $73,867-58.6% | $143,757-78.7% | $68,494-55.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.83% | 1.01%-22.8pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,246 | $3,184-29.5% | $4,951-54.6% | $2,596-13.5% |
| Participant deferral / active EE | $4,236 | $3,384+25.2% | $5,637-24.9% | $4,027+5.2% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,673-98.6% | $5,403-96.1% |