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 | $132,857 | $73,515+80.7% | $62,995+110.9% | $147,584-10.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 7.90% | 175.43%-167.5pp | 87.57%-79.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,315 | $3,320-0.2% | $2,759+20.2% | $4,876-32.0% |
| Participant deferral / active EE | $12,573 | $4,185+200.4% | $3,329+277.6% | $5,439+131.2% |
| Admin fee / account holder | $5 | $5,953-99.9% | $3,600-99.9% | $10,885-100.0% |