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 | $35,854 | $107,334-66.6% | $92,893-61.4% | $152,861-76.5% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 0.01% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,683 | $4,845-44.6% | $4,236-36.7% | $5,850-54.1% |
| Admin fee / account holder | $284 | $7,079-96.0% | $5,794-95.1% | $11,596-97.5% |