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 | $98,343 | $201,272-51.1% | $184,203-46.6% | $145,922-32.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.32% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,018 | $7,022-71.3% | $6,427-68.6% | $4,660-56.7% |
| Participant deferral / active EE | $12,189 | $9,806+24.3% | $9,131+33.5% | $6,688+82.3% |
| Admin fee / account holder | $83 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |