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 | $41,015 | $135,952-69.8% | $123,892-66.9% | $273,961-85.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | -4.64% | 56.63%-61.3pp | 47.52%-52.2pp | 41.45%-46.1pp |
| Employer contribution / active EE | $3,872 | $5,170-25.1% | $4,617-16.1% | $4,869-20.5% |
| Participant deferral / active EE | $4,678 | $6,343-26.2% | $5,984-21.8% | $5,287-11.5% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |