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 | $187,736 | $91,037+106.2% | $71,671+161.9% | $147,584+27.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 5.00% | 20.48%-15.5pp | 20.65%-15.6pp | 578.55%-573.5pp |
| Employer contribution / active EE | $3,300 | $3,327-0.8% | $2,460+34.2% | $4,876-32.3% |
| Participant deferral / active EE | $14,112 | $4,498+213.7% | $3,438+310.5% | $5,439+159.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |