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 | $45,165 | $89,355-49.5% | $141,162-68.0% | $72,985-38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.69% | 111.85%-98.2pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,498 | $3,114-19.8% | $4,735-47.2% | $2,440+2.4% |
| Participant deferral / active EE | $3,749 | $5,418-30.8% | $6,709-44.1% | $3,607+3.9% |
| Admin fee / account holder | $145 | $5,958-97.6% | $10,261-98.6% | $5,124-97.2% |