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 | $75,762 | $81,632-7.2% | $70,449+7.5% | $158,922-52.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.76% | 208.40%-204.6pp | 109.03%-105.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $3,694 | $3,217+14.8% | $2,737+35.0% | $4,761-22.4% |
| Participant deferral / active EE | $5,527 | $4,554+21.4% | $3,709+49.0% | $5,982-7.6% |
| Admin fee / account holder | $185 | $6,193-97.0% | $3,845-95.2% | $11,246-98.4% |