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 | $38,304 | $165,335-76.8% | $149,696-74.4% | $158,922-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.47% | 348.15%-344.7pp | 276.60%-273.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $8,915 | $5,103+74.7% | $4,644+92.0% | $4,761+87.2% |
| Participant deferral / active EE | $3,535 | $7,181-50.8% | $6,842-48.3% | $5,982-40.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |