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 | $94,988 | $228,332-58.4% | $185,823-48.9% | $158,922-40.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.18% | 40.80%-40.6pp | 35.95%-35.8pp | 302.83%-302.7pp |
| Employer contribution / active EE | $4,365 | $4,967-12.1% | $4,087+6.8% | $4,761-8.3% |
| Participant deferral / active EE | $6,712 | $6,415+4.6% | $5,632+19.2% | $5,982+12.2% |
| Admin fee / account holder | $214 | $11,864-98.2% | $9,500-97.7% | $11,246-98.1% |