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 | $63,163 | $176,812-64.3% | $146,665-56.9% | $167,490-62.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.12% | 24.03%-17.9pp | 22.74%-16.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $3,117 | $5,160-39.6% | $4,136-24.6% | $4,837-35.6% |
| Participant deferral / active EE | $9,085 | $6,440+41.1% | $5,506+65.0% | $6,341+43.3% |
| Admin fee / account holder | $235 | $13,259-98.2% | $10,280-97.7% | $12,309-98.1% |