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 | $125,767 | $176,056-28.6% | $159,436-21.1% | $167,490-24.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.12% | 331.75%-330.6pp | 263.57%-262.4pp | 478.56%-477.4pp |
| Employer contribution / active EE | $2,113 | $5,297-60.1% | $4,829-56.3% | $4,837-56.3% |
| Participant deferral / active EE | $3,264 | $7,750-57.9% | $7,352-55.6% | $6,341-48.5% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |