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 | $48,567 | $131,829-63.2% | $108,579-55.3% | $273,961-82.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -11.38% | -91.57%+80.2pp | -51.70%+40.3pp | 41.45%-52.8pp |
| Employer contribution / active EE | $1,654 | $4,912-66.3% | $3,758-56.0% | $4,869-66.0% |
| Participant deferral / active EE | $5,028 | $5,127-1.9% | $4,311+16.6% | $5,287-4.9% |
| Admin fee / account holder | $139 | $10,252-98.6% | $7,645-98.2% | $10,132-98.6% |