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 | $16,542 | $39,122-57.7% | $57,179-71.1% | $62,891-73.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.45% | 9.23%-9.7pp | 14.59%-15.0pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,352 | $1,874-27.9% | $2,682-49.6% | $2,281-40.7% |
| Participant deferral / active EE | $4,405 | $2,374+85.6% | $3,096+42.3% | $3,203+37.5% |
| Admin fee / account holder | $208 | $2,592-92.0% | $3,139-93.4% | $4,296-95.2% |