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 | $0 | $95,803-100.0% | $113,168-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 5.54% | 25.00%-19.5pp | 24.27%-18.7pp | 40.90%-35.4pp |
| Employer contribution / active EE | $31,878 | $2,360+1250.8% | $2,975+971.4% | $2,631+1111.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |