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 | $102,413 | $107,334-4.6% | $92,893+10.2% | $152,861-33.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.93% | 145.58%-138.7pp | 109.41%-102.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $18,052 | $4,221+327.7% | $3,653+394.2% | $4,762+279.1% |
| Participant deferral / active EE | $7,438 | $4,845+53.5% | $4,236+75.6% | $5,850+27.1% |
| Admin fee / account holder | $174 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |