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 | $40,698 | $52,681-22.7% | $75,781-46.3% | $59,632-31.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.83% | 2.95%-8.8pp | 9.68%-15.5pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $2,074 | $2,193-5.5% | $3,323-37.6% | $2,203-5.9% |
| Participant deferral / active EE | $2,251 | $2,591-13.1% | $3,651-38.4% | $3,192-29.5% |
| Admin fee / account holder | $17 | $3,610-99.5% | $5,299-99.7% | $4,297-99.6% |