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 4-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 | $24,100 | $111,754-78.4% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,235 | $4,212-46.9% | $3,868-42.2% | $4,660-52.0% |
| Participant deferral / active EE | $7,698 | $5,619+37.0% | $5,057+52.2% | $6,688+15.1% |
| Admin fee / account holder | $237 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |