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 | $25,935 | $107,334-75.8% | $92,893-72.1% | $152,861-83.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.47% | 145.58%-142.1pp | 109.41%-105.9pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,845 | $4,221+14.8% | $3,653+32.7% | $4,762+1.7% |
| Participant deferral / active EE | $5,305 | $4,845+9.5% | $4,236+25.2% | $5,850-9.3% |
| Admin fee / account holder | $23 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |