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 7-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 | $100,361 | $115,882-13.4% | $100,516-0.2% | $158,922-36.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.99% | 34.79%-29.8pp | 30.89%-25.9pp | 302.83%-297.8pp |
| Employer contribution / active EE | $3,784 | $4,103-7.8% | $3,418+10.7% | $4,761-20.5% |
| Participant deferral / active EE | $7,152 | $6,674+7.2% | $6,270+14.1% | $5,982+19.6% |
| Admin fee / account holder | $15 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |