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 | $51,116 | $94,338-45.8% | $100,534-49.2% | $142,382-64.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 8.90% | 29.20%-20.3pp | 32.66%-23.8pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,524 | $4,237-16.8% | $4,346-18.9% | $4,299-18.0% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $118 | $8,421-98.6% | $7,654-98.5% | $12,624-99.1% |