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 | $106,458 | $162,781-34.6% | $133,956-20.5% | $158,922-33.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.09% | 41.94%-39.9pp | 45.09%-43.0pp | 302.83%-300.7pp |
| Employer contribution / active EE | $3,954 | $4,975-20.5% | $3,919+0.9% | $4,761-17.0% |
| Participant deferral / active EE | $6,250 | $5,911+5.7% | $5,048+23.8% | $5,982+4.5% |
| Admin fee / account holder | $63 | $11,736-99.5% | $8,927-99.3% | $11,246-99.4% |