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 5-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 | $64,415 | $106,584-39.6% | $101,326-36.4% | $142,382-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.77% | 36.93%-25.2pp | 36.82%-25.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,300 | $3,956-67.1% | $3,665-64.5% | $4,299-69.8% |
| Participant deferral / active EE | $2,275 | $8,297-72.6% | $7,994-71.5% | $6,507-65.0% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |