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 | $34,228 | $96,484-64.5% | $75,886-54.9% | $152,861-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.11% | 33.98%-30.9pp | 30.76%-27.6pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,548 | $3,309-53.2% | $2,500-38.1% | $4,762-67.5% |
| Participant deferral / active EE | $2,638 | $4,553-42.1% | $3,603-26.8% | $5,850-54.9% |
| Admin fee / account holder | $3 | $8,078-100.0% | $5,418-99.9% | $11,596-100.0% |