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 | $97,471 | $76,552+27.3% | $123,892-21.3% | $62,891+55.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.56% | 18.68%-20.2pp | 47.52%-49.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $7,077 | $2,883+145.5% | $4,617+53.3% | $2,281+210.3% |
| Participant deferral / active EE | $3,085 | $4,840-36.3% | $5,984-48.4% | $3,203-3.7% |
| Admin fee / account holder | $78 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |