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 | $119,982 | $112,096+7.0% | $95,952+25.0% | $158,922-24.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.63% | 171.09%-166.5pp | 91.61%-87.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,841 | $3,198-42.4% | $2,541-27.5% | $4,761-61.3% |
| Participant deferral / active EE | $6,387 | $4,784+33.5% | $4,167+53.3% | $5,982+6.8% |
| Admin fee / account holder | $129 | $10,130-98.7% | $6,795-98.1% | $11,246-98.9% |