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 | $34,259 | $85,790-60.1% | $67,313-49.1% | $135,375-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.56% | -0.54%-11.0pp | -4.08%-7.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $4,417 | $3,487+26.7% | $2,566+72.2% | $4,779-7.6% |
| Participant deferral / active EE | $4,877 | $4,651+4.9% | $3,568+36.7% | $5,609-13.0% |
| Admin fee / account holder | $42 | $6,392-99.3% | $4,507-99.1% | $10,827-99.6% |