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 | $97,169 | $110,257-11.9% | $96,544+0.6% | $139,434-30.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 2.22% | 26.32%-24.1pp | 25.84%-23.6pp | 372.94%-370.7pp |
| Employer contribution / active EE | $2,629 | $3,620-27.4% | $2,965-11.3% | $4,751-44.7% |
| Participant deferral / active EE | $9,316 | $5,548+67.9% | $4,851+92.0% | $6,710+38.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |