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 | $60,145 | $162,781-63.1% | $133,956-55.1% | $158,922-62.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.19% | 41.94%-40.7pp | 45.09%-43.9pp | 302.83%-301.6pp |
| Employer contribution / active EE | $3,863 | $4,975-22.4% | $3,919-1.4% | $4,761-18.9% |
| Participant deferral / active EE | $8,431 | $5,911+42.6% | $5,048+67.0% | $5,982+40.9% |
| Admin fee / account holder | $47 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |