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 4-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 | $63,993 | $111,754-42.7% | $103,333-38.1% | $145,922-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.54% | 24.77%-21.2pp | 24.88%-21.3pp | 561.29%-557.7pp |
| Employer contribution / active EE | $15,423 | $4,212+266.1% | $3,868+298.7% | $4,660+231.0% |
| Participant deferral / active EE | $8,405 | $5,619+49.6% | $5,057+66.2% | $6,688+25.7% |
| Admin fee / account holder | $231 | $9,750-97.6% | $8,355-97.2% | $13,397-98.3% |