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 | $32,063 | $92,222-65.2% | $76,768-58.2% | $135,375-76.3% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -12.42% | 5.46%-17.9pp | 2.43%-14.8pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,169 | $3,216-32.5% | $2,485-12.7% | $4,779-54.6% |
| Participant deferral / active EE | $4,655 | $4,509+3.2% | $3,852+20.9% | $5,609-17.0% |
| Admin fee / account holder | $174 | $10,748-98.4% | $6,675-97.4% | $10,827-98.4% |