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 | $105,493 | $111,814-5.7% | $103,374+2.0% | $145,959-27.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.58% | 24.77%-21.2pp | 24.89%-21.3pp | 561.95%-558.4pp |
| Employer contribution / active EE | $2,525 | $4,214-40.1% | $3,869-34.7% | $4,661-45.8% |
| Participant deferral / active EE | $3,998 | $5,618-28.8% | $5,058-21.0% | $6,689-40.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |