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 | $86,672 | $111,754-22.4% | $103,333-16.1% | $145,922-40.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.04% | 24.77%-19.7pp | 24.88%-19.8pp | 561.29%-556.2pp |
| Employer contribution / active EE | $11,888 | $4,212+182.2% | $3,868+207.4% | $4,660+155.1% |
| Participant deferral / active EE | $8,780 | $5,619+56.3% | $5,057+73.6% | $6,688+31.3% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |