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 | $34,211 | $217,402-84.3% | $185,823-81.6% | $167,490-79.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.58% | 148.36%-147.8pp | 122.05%-121.5pp | 478.56%-478.0pp |
| Employer contribution / active EE | $2,186 | $5,873-62.8% | $5,167-57.7% | $4,837-54.8% |
| Participant deferral / active EE | $3,600 | $6,356-43.4% | $5,568-35.3% | $6,341-43.2% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |