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 | $28,754 | $165,912-82.7% | $122,332-76.5% | $147,584-80.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.48% | 34.55%-34.1pp | 30.27%-29.8pp | 578.55%-578.1pp |
| Employer contribution / active EE | $5,961 | $5,754+3.6% | $4,050+47.2% | $4,876+22.2% |
| Participant deferral / active EE | $5,333 | $4,005+33.2% | $3,287+62.3% | $5,439-1.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |