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 | $23,896 | $45,863-47.9% | $77,024-69.0% | $68,494-65.1% |
| Participation rate | 72.0% | 55.9%+16.0pp | 67.9%+4.0pp | 67.9%+4.1pp |
| Annual return | -20.84% | 1.72%-22.6pp | 42.32%-63.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,366 | $1,650-17.2% | $2,812-51.4% | $2,596-47.4% |
| Participant deferral / active EE | $2,079 | $2,962-29.8% | $4,426-53.0% | $4,027-48.4% |
| Admin fee / account holder | $243 | $3,041-92.0% | $5,425-95.5% | $5,403-95.5% |