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 | $58,688 | $93,071-36.9% | $74,583-21.3% | $273,961-78.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -5.95% | 26.18%-32.1pp | 20.47%-26.4pp | 41.45%-47.4pp |
| Employer contribution / active EE | $1,112 | $3,160-64.8% | $2,525-56.0% | $4,869-77.2% |
| Participant deferral / active EE | $1,524 | $4,160-63.4% | $3,458-55.9% | $5,287-71.2% |
| Admin fee / account holder | $12 | $5,272-99.8% | $4,138-99.7% | $10,132-99.9% |