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 | $67,349 | $56,484+19.2% | $169,463-60.3% | $64,186+4.9% |
| Participation rate | 89.3% | 64.5%+24.7pp | 77.8%+11.5pp | 69.6%+19.7pp |
| Annual return | -10.65% | -1.55%-9.1pp | 1.83%-12.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,352 | $1,832+28.3% | $4,159-43.5% | $2,381-1.2% |
| Participant deferral / active EE | $6,139 | $3,448+78.1% | $5,277+16.3% | $3,470+76.9% |
| Admin fee / account holder | $220 | $4,174-94.7% | $9,109-97.6% | $4,888-95.5% |