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 | $47,870 | $100,901-52.6% | $75,670-36.7% | $147,584-67.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 2.45% | 35.78%-33.3pp | 27.34%-24.9pp | 578.55%-576.1pp |
| Employer contribution / active EE | $11,960 | $3,253+267.6% | $2,352+408.5% | $4,876+145.3% |
| Participant deferral / active EE | $6,312 | $4,027+56.7% | $3,142+100.9% | $5,439+16.1% |
| Admin fee / account holder | $18 | $11,285-99.8% | $5,800-99.7% | $10,885-99.8% |