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 | $42,367 | $97,044-56.3% | $83,333-49.2% | $135,375-68.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -10.14% | 12.31%-22.5pp | 10.63%-20.8pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,224 | $4,143+2.0% | $3,379+25.0% | $4,779-11.6% |
| Participant deferral / active EE | $7,620 | $5,964+27.8% | $5,565+36.9% | $5,609+35.9% |
| Admin fee / account holder | $17 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |