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 | $35,281 | $77,813-54.7% | $123,544-71.4% | $64,186-45.0% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.9pp |
| Annual return | -8.24% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,555 | $3,014-15.2% | $4,628-44.8% | $2,381+7.3% |
| Participant deferral / active EE | $7,494 | $5,240+43.0% | $6,426+16.6% | $3,470+116.0% |
| Admin fee / account holder | $137 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |