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 | $30,959 | $131,829-76.5% | $108,579-71.5% | $273,961-88.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.57% | -91.57%+89.0pp | -51.70%+49.1pp | 41.45%-44.0pp |
| Employer contribution / active EE | $2,342 | $4,912-52.3% | $3,758-37.7% | $4,869-51.9% |
| Participant deferral / active EE | $5,003 | $5,127-2.4% | $4,311+16.0% | $5,287-5.4% |
| Admin fee / account holder | $79 | $10,252-99.2% | $7,645-99.0% | $10,132-99.2% |