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 | $24,983 | $100,901-75.2% | $75,670-67.0% | $147,584-83.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 1.79% | 35.78%-34.0pp | 27.34%-25.6pp | 578.55%-576.8pp |
| Employer contribution / active EE | $9,008 | $3,253+176.9% | $2,352+283.0% | $4,876+84.7% |
| Participant deferral / active EE | $4,180 | $4,027+3.8% | $3,142+33.0% | $5,439-23.1% |
| Admin fee / account holder | $165 | $11,285-98.5% | $5,800-97.2% | $10,885-98.5% |