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 | $155,439 | $172,111-9.7% | $150,298+3.4% | $137,256+13.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.18% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,988 | $4,636-14.0% | $4,154-4.0% | $4,156-4.0% |
| Participant deferral / active EE | $12,391 | $6,166+101.0% | $5,453+127.3% | $6,407+93.4% |
| Admin fee / account holder | $37 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |