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 | $78,554 | $69,977+12.3% | $108,579-27.7% | $62,891+24.9% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | -0.64% | 10.73%-11.4pp | -51.70%+51.1pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,244 | $2,135-41.7% | $3,758-66.9% | $2,281-45.4% |
| Participant deferral / active EE | $3,089 | $3,165-2.4% | $4,311-28.4% | $3,203-3.6% |
| Admin fee / account holder | $45 | $5,076-99.1% | $7,645-99.4% | $4,296-99.0% |