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 4-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 | $39,449 | $105,126-62.5% | $94,646-58.3% | $139,434-71.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.15% | 38.03%-25.9pp | 156.71%-144.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,598 | $4,106-61.1% | $3,672-56.5% | $4,751-66.4% |
| Participant deferral / active EE | $12,414 | $7,599+63.4% | $7,418+67.4% | $6,710+85.0% |
| Admin fee / account holder | $13 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |