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 | $35,037 | $211,958-83.5% | $169,463-79.3% | $135,375-74.1% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -12.33% | 3.26%-15.6pp | 1.83%-14.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,254 | $5,120-56.0% | $4,159-45.8% | $4,779-52.8% |
| Participant deferral / active EE | $3,499 | $6,075-42.4% | $5,277-33.7% | $5,609-37.6% |
| Admin fee / account holder | $142 | $11,471-98.8% | $9,109-98.4% | $10,827-98.7% |