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 | $155,637 | $176,056-11.6% | $159,436-2.4% | $167,490-7.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.74% | 331.75%-324.0pp | 263.57%-255.8pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,944 | $5,297-44.4% | $4,829-39.0% | $4,837-39.1% |
| Participant deferral / active EE | $8,758 | $7,750+13.0% | $7,352+19.1% | $6,341+38.1% |
| Admin fee / account holder | $209 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |