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 | $22,260 | $42,383-47.5% | $76,523-70.9% | $64,186-65.3% |
| Participation rate | 71.4% | 58.1%+13.3pp | 68.0%+3.4pp | 69.6%+1.9pp |
| Annual return | -12.50% | -16.54%+4.0pp | -0.27%-12.2pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,189 | $1,563+40.1% | $2,647-17.3% | $2,381-8.0% |
| Participant deferral / active EE | $6,240 | $2,566+143.2% | $3,835+62.7% | $3,470+79.9% |
| Admin fee / account holder | $9 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |