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 | $57,032 | $165,335-65.5% | $149,696-61.9% | $158,922-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.36% | 348.15%-347.8pp | 276.60%-276.2pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,074 | $5,103-79.0% | $4,644-76.9% | $4,761-77.5% |
| Participant deferral / active EE | $2,706 | $7,181-62.3% | $6,842-60.4% | $5,982-54.8% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |