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 | $54,752 | $50,958+7.4% | $74,550-26.6% | $64,186-14.7% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.1%+12.3pp | 69.6%+11.9pp |
| Annual return | -10.10% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,965 | $1,115+76.2% | $1,961+0.2% | $2,381-17.5% |
| Participant deferral / active EE | $2,967 | $2,301+28.9% | $3,108-4.5% | $3,470-14.5% |
| Admin fee / account holder | -$19 | $4,223-100.4% | $5,060-100.4% | $4,888-100.4% |