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 | $45,115 | $84,233-46.4% | $170,442-73.5% | $70,131-35.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.01% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,011 | $3,387-40.6% | $5,433-63.0% | $2,342-14.1% |
| Participant deferral / active EE | $1,258 | $3,086-59.2% | $4,939-74.5% | $3,332-62.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |