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 | $99,142 | $157,256-37.0% | $141,162-29.8% | $152,861-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.18% | 64.32%-62.1pp | 71.39%-69.2pp | 345.32%-343.1pp |
| Employer contribution / active EE | $1,522 | $5,261-71.1% | $4,735-67.9% | $4,762-68.0% |
| Participant deferral / active EE | $6,553 | $7,109-7.8% | $6,709-2.3% | $5,850+12.0% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |