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 | $46,504 | $73,004-36.3% | $90,749-48.8% | $68,494-32.1% |
| Participation rate | 80.6% | 70.8%+9.8pp | 75.7%+5.0pp | 67.9%+12.8pp |
| Annual return | -23.33% | -13.81%-9.5pp | -12.16%-11.2pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,629 | $2,193+19.9% | $2,921-10.0% | $2,596+1.3% |
| Participant deferral / active EE | $7,003 | $3,627+93.1% | $4,564+53.4% | $4,027+73.9% |
| Admin fee / account holder | $43 | $5,896-99.3% | $8,445-99.5% | $5,403-99.2% |