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 | $36,502 | $73,867-50.6% | $143,757-74.6% | $68,494-46.7% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -19.73% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $5,217 | $3,184+63.9% | $4,951+5.4% | $2,596+101.0% |
| Participant deferral / active EE | $2,540 | $3,384-25.0% | $5,637-54.9% | $4,027-36.9% |
| Admin fee / account holder | $195 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |