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 | $22,892 | $90,503-74.7% | $78,689-70.9% | $273,961-91.6% |
| Participation rate | 73.9% | 76.5%-2.6pp | 73.6%+0.3pp | 83.0%-9.1pp |
| Annual return | 0.24% | 75.60%-75.4pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,297 | $3,176-59.2% | $2,851-54.5% | $4,869-73.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |