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 | $147,086 | $106,890+37.6% | $84,015+75.1% | $152,861-3.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.45% | 104.99%-102.5pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,936 | $2,734-29.2% | $1,983-2.4% | $4,762-59.4% |
| Participant deferral / active EE | $4,350 | $4,011+8.4% | $3,239+34.3% | $5,850-25.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |