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 | $162,565 | $172,111-5.5% | $150,298+8.2% | $137,256+18.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.10% | 69.37%-63.3pp | 62.79%-56.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $5,811 | $4,636+25.3% | $4,154+39.9% | $4,156+39.8% |
| Participant deferral / active EE | $25,892 | $6,166+319.9% | $5,453+374.9% | $6,407+304.1% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |