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 | $49,442 | $61,660-19.8% | $80,019-38.2% | $64,186-23.0% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | -7.65% | -0.33%-7.3pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,669 | $1,810-7.8% | $2,468-32.4% | $2,381-29.9% |
| Participant deferral / active EE | $5,950 | $2,968+100.5% | $3,686+61.4% | $3,470+71.5% |
| Admin fee / account holder | $231 | $5,417-95.7% | $6,521-96.5% | $4,888-95.3% |