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 | $57,702 | $142,405-59.5% | $115,157-49.9% | $152,861-62.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.19% | 41.48%-37.3pp | 35.60%-31.4pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,683 | $4,010-58.0% | $3,179-47.0% | $4,762-64.7% |
| Participant deferral / active EE | $1,878 | $5,164-63.6% | $4,168-55.0% | $5,850-67.9% |
| Admin fee / account holder | $44 | $8,462-99.5% | $7,088-99.4% | $11,596-99.6% |