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 | $45,523 | $96,557-52.9% | $80,975-43.8% | $273,961-83.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -1.73% | 15.14%-16.9pp | 17.10%-18.8pp | 41.45%-43.2pp |
| Employer contribution / active EE | $4,221 | $4,868-13.3% | $3,714+13.6% | $4,869-13.3% |
| Participant deferral / active EE | $3,192 | $6,598-51.6% | $5,696-44.0% | $5,287-39.6% |
| Admin fee / account holder | $24 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |