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 | $99,836 | $135,952-26.6% | $123,892-19.4% | $273,961-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.88% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,697 | $5,170-47.8% | $4,617-41.6% | $4,869-44.6% |
| Participant deferral / active EE | $6,747 | $6,343+6.4% | $5,984+12.7% | $5,287+27.6% |
| Admin fee / account holder | $212 | $9,817-97.8% | $8,357-97.5% | $10,132-97.9% |