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 9-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 | $23,769 | $116,175-79.5% | $93,606-74.6% | $152,861-84.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 2.85% | 35.96%-33.1pp | 32.76%-29.9pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,321 | $3,218-59.0% | $2,718-51.4% | $4,762-72.3% |
| Participant deferral / active EE | $2,273 | $4,603-50.6% | $4,069-44.1% | $5,850-61.1% |
| Admin fee / account holder | $2 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |