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 | $55,569 | $81,632-31.9% | $70,449-21.1% | $158,922-65.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.69% | 208.40%-205.7pp | 109.03%-106.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $3,756 | $3,217+16.7% | $2,737+37.2% | $4,761-21.1% |
| Participant deferral / active EE | $2,831 | $4,554-37.8% | $3,709-23.7% | $5,982-52.7% |
| Admin fee / account holder | $193 | $6,193-96.9% | $3,845-95.0% | $11,246-98.3% |