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 | $55,669 | $209,411-73.4% | $178,490-68.8% | $158,922-65.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.11% | 188.75%-185.6pp | 151.07%-148.0pp | 302.83%-299.7pp |
| Employer contribution / active EE | $7,603 | $5,706+33.2% | $5,011+51.7% | $4,761+59.7% |
| Participant deferral / active EE | $3,844 | $5,954-35.4% | $5,202-26.1% | $5,982-35.7% |
| Admin fee / account holder | $233 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |