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 | $30,355 | $56,484-46.3% | $169,463-82.1% | $64,186-52.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -10.48% | -1.55%-8.9pp | 1.83%-12.3pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,325 | $1,832+81.5% | $4,159-20.0% | $2,381+39.7% |
| Participant deferral / active EE | $6,620 | $3,448+92.0% | $5,277+25.5% | $3,470+90.8% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |