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 6-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 | $42,184 | $214,378-80.3% | $200,582-79.0% | $142,382-70.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.81% | 46.41%-45.6pp | 42.33%-41.5pp | 217.08%-216.3pp |
| Employer contribution / active EE | $3,837 | $6,841-43.9% | $6,419-40.2% | $4,299-10.8% |
| Participant deferral / active EE | $3,830 | $9,865-61.2% | $9,331-59.0% | $6,507-41.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |