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 | $226,724 | $127,777+77.4% | $106,548+112.8% | $167,490+35.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.65% | 33.87%-27.2pp | 26.80%-20.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,174 | $3,427-36.6% | $2,819-22.9% | $4,837-55.1% |
| Participant deferral / active EE | $4,297 | $5,087-15.5% | $4,398-2.3% | $6,341-32.2% |
| Admin fee / account holder | $6 | $11,228-99.9% | $7,407-99.9% | $12,309-100.0% |