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 5-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 | $35,382 | $95,803-63.1% | $113,168-68.7% | $84,808-58.3% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | -0.65% | 25.00%-25.7pp | 24.27%-24.9pp | 40.90%-41.5pp |
| Employer contribution / active EE | $4,255 | $2,360+80.3% | $2,975+43.0% | $2,631+61.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $84 | $8,989-99.1% | $12,068-99.3% | $7,344-98.9% |