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 | $80,998 | $136,307-40.6% | $106,619-24.0% | $273,961-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.35% | 11.05%-10.7pp | 9.42%-9.1pp | 41.45%-41.1pp |
| Employer contribution / active EE | $9,134 | $5,190+76.0% | $3,947+131.4% | $4,869+87.6% |
| Participant deferral / active EE | $6,571 | $4,969+32.2% | $3,930+67.2% | $5,287+24.3% |
| Admin fee / account holder | $1 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |