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 | $50,925 | $131,829-61.4% | $108,579-53.1% | $273,961-81.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 0.15% | -91.57%+91.7pp | -51.70%+51.8pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,511 | $4,912-69.2% | $3,758-59.8% | $4,869-69.0% |
| Participant deferral / active EE | $2,814 | $5,127-45.1% | $4,311-34.7% | $5,287-46.8% |
| Admin fee / account holder | $151 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |