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 | $31,282 | $87,540-64.3% | $75,781-58.7% | $125,391-75.1% |
| Participation rate | 94.7% | 80.2%+14.6pp | 75.8%+18.9pp | 83.2%+11.5pp |
| Annual return | -5.67% | 13.48%-19.1pp | 9.68%-15.3pp | 282.22%-287.9pp |
| Employer contribution / active EE | $1,729 | $3,930-56.0% | $3,323-48.0% | $4,866-64.5% |
| Participant deferral / active EE | $3,287 | $4,229-22.3% | $3,651-10.0% | $5,352-38.6% |
| Admin fee / account holder | $236 | $6,502-96.4% | $5,299-95.5% | $9,540-97.5% |