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 | $142,854 | $101,618+40.6% | $93,063+53.5% | $137,256+4.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 7.65% | 223.95%-216.3pp | 34.15%-26.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $8,381 | $2,707+209.6% | $2,476+238.5% | $4,156+101.7% |
| Participant deferral / active EE | $4,814 | $4,279+12.5% | $3,958+21.6% | $6,407-24.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |