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 | $104,855 | $176,056-40.4% | $159,436-34.2% | $167,490-37.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.19% | 331.75%-323.6pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $3,413 | $5,297-35.6% | $4,829-29.3% | $4,837-29.5% |
| Participant deferral / active EE | $10,423 | $7,750+34.5% | $7,352+41.8% | $6,341+64.4% |
| Admin fee / account holder | $255 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |