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 | $19,072 | $110,261-82.7% | $95,745-80.1% | $139,434-86.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,548 | $3,257+39.6% | $2,835+60.4% | $4,751-4.3% |
| Participant deferral / active EE | $13,125 | $4,676+180.7% | $4,245+209.2% | $6,710+95.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |