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 | $43,035 | $181,894-76.3% | $156,549-72.5% | $273,961-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.46% | 30.74%-39.2pp | 32.23%-40.7pp | 41.45%-49.9pp |
| Employer contribution / active EE | $1,809 | $6,248-71.1% | $5,501-67.1% | $4,869-62.8% |
| Participant deferral / active EE | $4,785 | $5,550-13.8% | $4,871-1.8% | $5,287-9.5% |
| Admin fee / account holder | $43 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |