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 | $105,535 | $90,503+16.6% | $78,689+34.1% | $273,961-61.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.45% | 75.60%-76.1pp | 62.18%-62.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $2,762 | $3,176-13.0% | $2,851-3.1% | $4,869-43.3% |
| Participant deferral / active EE | $5,689 | $3,901+45.8% | $3,517+61.8% | $5,287+7.6% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |