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 | $75,676 | $181,894-58.4% | $156,549-51.7% | $273,961-72.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.08% | 30.74%-30.7pp | 32.23%-32.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $9,946 | $6,248+59.2% | $5,501+80.8% | $4,869+104.3% |
| Participant deferral / active EE | $3,933 | $5,550-29.1% | $4,871-19.3% | $5,287-25.6% |
| Admin fee / account holder | $21 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |