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 | $32,080 | $99,985-67.9% | $146,665-78.1% | $85,850-62.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.49% | 18.93%-8.4pp | 22.74%-12.3pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,318 | $2,559+68.8% | $4,136+4.4% | $2,565+68.3% |
| Participant deferral / active EE | $4,837 | $4,006+20.7% | $5,506-12.2% | $3,952+22.4% |
| Admin fee / account holder | $263 | $7,702-96.6% | $10,280-97.4% | $6,260-95.8% |