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 | $170,401 | $111,754+52.5% | $103,333+64.9% | $145,922+16.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.28% | 24.77%-18.5pp | 24.88%-18.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,894 | $4,212-31.3% | $3,868-25.2% | $4,660-37.9% |
| Participant deferral / active EE | $10,252 | $5,619+82.5% | $5,057+102.7% | $6,688+53.3% |
| Admin fee / account holder | $150 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |