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 | $45,368 | $211,958-78.6% | $169,463-73.2% | $135,375-66.5% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -12.79% | 3.26%-16.1pp | 1.83%-14.6pp | 519.73%-532.5pp |
| Employer contribution / active EE | $3,989 | $5,120-22.1% | $4,159-4.1% | $4,779-16.5% |
| Participant deferral / active EE | $7,373 | $6,075+21.4% | $5,277+39.7% | $5,609+31.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |