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 | $186,056 | $115,770+60.7% | $101,248+83.8% | $158,922+17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.42% | 56.14%-50.7pp | 46.47%-41.1pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,012 | $4,175-27.9% | $3,660-17.7% | $4,761-36.7% |
| Participant deferral / active EE | $14,023 | $4,957+182.9% | $4,370+220.9% | $5,982+134.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |