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 | $41,669 | $157,256-73.5% | $141,162-70.5% | $152,861-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.39% | 64.32%-54.9pp | 71.39%-62.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $7,886 | $5,261+49.9% | $4,735+66.6% | $4,762+65.6% |
| Participant deferral / active EE | $4,624 | $7,109-35.0% | $6,709-31.1% | $5,850-21.0% |
| Admin fee / account holder | $253 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |