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 | $57,824 | $110,257-47.6% | $96,544-40.1% | $139,434-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.29% | 26.32%-19.0pp | 25.84%-18.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $6,689 | $3,620+84.8% | $2,965+125.6% | $4,751+40.8% |
| Participant deferral / active EE | $5,990 | $5,548+8.0% | $4,851+23.5% | $6,710-10.7% |
| Admin fee / account holder | $123 | $11,591-98.9% | $8,252-98.5% | $11,403-98.9% |