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 5-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 | $56,028 | $118,849-52.9% | $96,562-42.0% | $167,490-66.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.48% | 50.49%-48.0pp | 37.78%-35.3pp | 478.56%-476.1pp |
| Employer contribution / active EE | $17,862 | $3,120+472.6% | $2,356+658.0% | $4,837+269.2% |
| Participant deferral / active EE | $11,375 | $4,616+146.4% | $3,849+195.5% | $6,341+79.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |