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 | $37,573 | $127,386-70.5% | $115,037-67.3% | $125,391-70.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -4.74% | 31.28%-36.0pp | 26.14%-30.9pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,718 | $5,166-66.8% | $4,608-62.7% | $4,866-64.7% |
| Participant deferral / active EE | $2,147 | $6,423-66.6% | $6,026-64.4% | $5,352-59.9% |
| Admin fee / account holder | $91 | $9,516-99.0% | $8,175-98.9% | $9,540-99.1% |