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 | $116,867 | $100,852+15.9% | $90,404+29.3% | $158,922-26.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.97% | 1724.20%-1719.2pp | 1293.02%-1288.0pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,205 | $3,689-40.2% | $3,262-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $6,240 | $4,348+43.5% | $3,963+57.4% | $5,982+4.3% |
| Admin fee / account holder | -$233 | $6,501-103.6% | $5,611-104.2% | $11,246-102.1% |