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 | $24,357 | $93,346-73.9% | $71,796-66.1% | $273,961-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.20% | 130.39%-129.2pp | 78.04%-76.8pp | 41.45%-40.3pp |
| Employer contribution / active EE | $6,154 | $2,733+125.1% | $1,924+219.8% | $4,869+26.4% |
| Participant deferral / active EE | $10,757 | $3,475+209.5% | $2,794+284.9% | $5,287+103.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |