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 | $24,046 | $45,035-46.6% | $62,995-61.8% | $70,131-65.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.72% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,373 | $2,051-33.1% | $2,759-50.3% | $2,342-41.4% |
| Participant deferral / active EE | $1,673 | $2,465-32.1% | $3,329-49.7% | $3,332-49.8% |
| Admin fee / account holder | $13 | $2,834-99.5% | $3,600-99.6% | $4,645-99.7% |