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 | $53,834 | $181,894-70.4% | $156,549-65.6% | $273,961-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.26% | 30.74%-29.5pp | 32.23%-31.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $7,867 | $6,248+25.9% | $5,501+43.0% | $4,869+61.6% |
| Participant deferral / active EE | $3,978 | $5,550-28.3% | $4,871-18.3% | $5,287-24.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |