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 | $56,750 | $117,381-51.7% | $99,443-42.9% | $152,861-62.9% |
| Participation rate | 76.2% | 77.5%-1.4pp | 73.8%+2.4pp | 82.4%-6.3pp |
| Annual return | 2.37% | 31.87%-29.5pp | 30.72%-28.3pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,490 | $3,013-50.6% | $2,540-41.4% | $4,762-68.7% |
| Participant deferral / active EE | $2,606 | $4,086-36.2% | $3,619-28.0% | $5,850-55.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |