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 | $51,906 | $107,334-51.6% | $92,893-44.1% | $152,861-66.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.51% | 145.58%-136.1pp | 109.41%-99.9pp | 345.32%-335.8pp |
| Employer contribution / active EE | $6,489 | $4,221+53.7% | $3,653+77.6% | $4,762+36.3% |
| Participant deferral / active EE | $3,919 | $4,845-19.1% | $4,236-7.5% | $5,850-33.0% |
| Admin fee / account holder | $229 | $7,079-96.8% | $5,794-96.1% | $11,596-98.0% |