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 | $72,629 | $117,381-38.1% | $99,443-27.0% | $152,861-52.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.15% | 31.87%-28.7pp | 30.72%-27.6pp | 345.32%-342.2pp |
| Employer contribution / active EE | $4,263 | $3,013+41.5% | $2,540+67.9% | $4,762-10.5% |
| Participant deferral / active EE | $6,944 | $4,086+69.9% | $3,619+91.9% | $5,850+18.7% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |