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 | $46,104 | $91,538-49.6% | $129,995-64.5% | $75,163-38.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.33% | -631.11%+643.4pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,599 | $2,845-8.7% | $4,320-39.8% | $2,670-2.7% |
| Participant deferral / active EE | $2,919 | $4,341-32.8% | $5,820-49.9% | $4,125-29.2% |
| Admin fee / account holder | $31 | $6,790-99.5% | $10,614-99.7% | $5,651-99.5% |