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 | $67,953 | $104,907-35.2% | $84,611-19.7% | $152,861-55.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 2.08% | 373.79%-371.7pp | 258.74%-256.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $3,114 | $3,302-5.7% | $2,652+17.4% | $4,762-34.6% |
| Participant deferral / active EE | $9,670 | $4,688+106.3% | $3,899+148.0% | $5,850+65.3% |
| Admin fee / account holder | $78 | $6,241-98.8% | $4,912-98.4% | $11,596-99.3% |