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 | $54,532 | $149,679-63.6% | $117,039-53.4% | $147,584-63.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.75% | 19.31%-18.6pp | 18.95%-18.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $1,854 | $4,937-62.5% | $3,785-51.0% | $4,876-62.0% |
| Participant deferral / active EE | $5,981 | $4,912+21.8% | $3,929+52.2% | $5,439+10.0% |
| Admin fee / account holder | $261 | $7,856-96.7% | $5,974-95.6% | $10,885-97.6% |