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 | $44,214 | $102,966-57.1% | $90,281-51.0% | $152,861-71.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.74% | 95.16%-89.4pp | 78.10%-72.4pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,227 | $3,139-60.9% | $2,854-57.0% | $4,762-74.2% |
| Participant deferral / active EE | $3,679 | $4,281-14.1% | $3,885-5.3% | $5,850-37.1% |
| Admin fee / account holder | $119 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |