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 | $87,334 | $209,336-58.3% | $197,124-55.7% | $137,256-36.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.87% | 48.09%-38.2pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,008 | $6,591-69.5% | $6,227-67.8% | $4,156-51.7% |
| Participant deferral / active EE | $3,828 | $9,614-60.2% | $9,135-58.1% | $6,407-40.3% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |