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 | $12,890 | $85,790-85.0% | $67,313-80.9% | $135,375-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.20% | -0.54%-9.7pp | -4.08%-6.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $660 | $3,487-81.1% | $2,566-74.3% | $4,779-86.2% |
| Participant deferral / active EE | $5,259 | $4,651+13.1% | $3,568+47.4% | $5,609-6.2% |
| Admin fee / account holder | $187 | $6,392-97.1% | $4,507-95.9% | $10,827-98.3% |