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 | $104,680 | $215,361-51.4% | $171,082-38.8% | $273,961-61.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -7.08% | 25.14%-32.2pp | 32.56%-39.6pp | 41.45%-48.5pp |
| Employer contribution / active EE | $15,503 | $4,967+212.1% | $4,002+287.4% | $4,869+218.4% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $18 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |