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 | $80,002 | $177,572-54.9% | $154,803-48.3% | $142,382-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.92% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $9,534 | $4,810+98.2% | $4,305+121.4% | $4,299+121.8% |
| Participant deferral / active EE | $7,604 | $6,272+21.2% | $5,540+37.2% | $6,507+16.9% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |