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 | $59,003 | $98,240-39.9% | $82,313-28.3% | $147,584-60.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.64% | 30.85%-27.2pp | 25.88%-22.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $5,671 | $3,192+77.7% | $2,428+133.5% | $4,876+16.3% |
| Participant deferral / active EE | $4,506 | $4,383+2.8% | $3,706+21.6% | $5,439-17.1% |
| Admin fee / account holder | $2 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |