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 9-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 | $57,101 | $99,341-42.5% | $84,750-32.6% | $273,961-79.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.11% | 22.93%-22.8pp | 22.78%-22.7pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,667 | $4,214-60.4% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $2,119 | $4,269-50.4% | $3,712-42.9% | $5,287-59.9% |
| Admin fee / account holder | $34 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |