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 | $81,597 | $99,341-17.9% | $84,750-3.7% | $273,961-70.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.69% | 22.93%-21.2pp | 22.78%-21.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,840 | $4,214-32.6% | $3,574-20.5% | $4,869-41.7% |
| Participant deferral / active EE | $3,130 | $4,269-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |