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 | $65,391 | $185,822-64.8% | $169,993-61.5% | $139,434-53.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.37% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,458 | $7,590-80.8% | $6,785-78.5% | $4,751-69.3% |
| Participant deferral / active EE | $7,458 | $11,622-35.8% | $10,408-28.3% | $6,710+11.1% |
| Admin fee / account holder | $271 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |