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 | $179,285 | $124,281+44.3% | $109,143+64.3% | $167,490+7.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.85% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,510 | $4,207-40.4% | $3,722-32.6% | $4,837-48.1% |
| Participant deferral / active EE | $10,400 | $5,255+97.9% | $4,653+123.5% | $6,341+64.0% |
| Admin fee / account holder | $208 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |