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 | $64,020 | $99,341-35.6% | $84,750-24.5% | $273,961-76.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.22% | 22.93%-27.1pp | 22.78%-27.0pp | 41.45%-45.7pp |
| Employer contribution / active EE | $1,783 | $4,214-57.7% | $3,574-50.1% | $4,869-63.4% |
| Participant deferral / active EE | $3,956 | $4,269-7.3% | $3,712+6.6% | $5,287-25.2% |
| Admin fee / account holder | $267 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |