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 | $162,131 | $209,411-22.6% | $178,490-9.2% | $158,922+2.0% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 3.54% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,451 | $5,706-74.6% | $5,011-71.0% | $4,761-69.5% |
| Participant deferral / active EE | $6,486 | $5,954+8.9% | $5,202+24.7% | $5,982+8.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |