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 | $114,146 | $124,281-8.2% | $109,143+4.6% | $167,490-31.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.87% | 26.04%-22.2pp | 25.75%-21.9pp | 478.56%-474.7pp |
| Employer contribution / active EE | $27,509 | $4,207+553.8% | $3,722+639.1% | $4,837+468.7% |
| Participant deferral / active EE | $1,600 | $5,255-69.6% | $4,653-65.6% | $6,341-74.8% |
| Admin fee / account holder | $53 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |