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 | $66,571 | $95,561-30.3% | $77,163-13.7% | $139,434-52.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.54% | 54.92%-54.4pp | 37.87%-37.3pp | 372.94%-372.4pp |
| Employer contribution / active EE | $1,188 | $3,147-62.3% | $2,535-53.2% | $4,751-75.0% |
| Participant deferral / active EE | $1,485 | $4,624-67.9% | $3,833-61.3% | $6,710-77.9% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |