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 | $19,869 | $77,634-74.4% | $156,549-87.3% | $62,891-68.4% |
| Participation rate | 73.7% | 71.2%+2.5pp | 84.0%-10.3pp | 69.3%+4.4pp |
| Annual return | -1.50% | 50.32%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,745 | $3,444-49.3% | $5,501-68.3% | $2,281-23.5% |
| Participant deferral / active EE | $2,436 | $3,045-20.0% | $4,871-50.0% | $3,203-23.9% |
| Admin fee / account holder | $63 | $5,561-98.9% | $13,027-99.5% | $4,296-98.5% |