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 | $35,767 | $136,307-73.8% | $106,619-66.5% | $273,961-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -1.08% | 11.05%-12.1pp | 9.42%-10.5pp | 41.45%-42.5pp |
| Employer contribution / active EE | $3,845 | $5,190-25.9% | $3,947-2.6% | $4,869-21.0% |
| Participant deferral / active EE | $5,986 | $4,969+20.5% | $3,930+52.3% | $5,287+13.2% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |