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 | $136,298 | $176,056-22.6% | $159,436-14.5% | $167,490-18.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.18% | 331.75%-323.6pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,232 | $5,297-57.9% | $4,829-53.8% | $4,837-53.9% |
| Participant deferral / active EE | $9,058 | $7,750+16.9% | $7,352+23.2% | $6,341+42.8% |
| Admin fee / account holder | $80 | $12,554-99.4% | $10,799-99.3% | $12,309-99.3% |