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 | $39,886 | $135,952-70.7% | $123,892-67.8% | $273,961-85.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.95% | 56.63%-55.7pp | 47.52%-46.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $8,137 | $5,170+57.4% | $4,617+76.2% | $4,869+67.1% |
| Participant deferral / active EE | $9,600 | $6,343+51.4% | $5,984+60.4% | $5,287+81.6% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |