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 | $82,517 | $107,934-23.5% | $91,989-10.3% | $152,861-46.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 5.26% | 89.24%-84.0pp | 69.02%-63.8pp | 345.32%-340.1pp |
| Employer contribution / active EE | $6,921 | $4,210+64.4% | $3,452+100.5% | $4,762+45.3% |
| Participant deferral / active EE | $5,197 | $6,364-18.3% | $5,923-12.3% | $5,850-11.2% |
| Admin fee / account holder | $140 | $10,520-98.7% | $7,743-98.2% | $11,596-98.8% |