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 | $108,308 | $106,890+1.3% | $84,015+28.9% | $152,861-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.28% | 104.99%-102.7pp | 71.31%-69.0pp | 345.32%-343.0pp |
| Employer contribution / active EE | $2,507 | $2,734-8.3% | $1,983+26.4% | $4,762-47.4% |
| Participant deferral / active EE | $6,528 | $4,011+62.8% | $3,239+101.6% | $5,850+11.6% |
| Admin fee / account holder | $38 | $8,285-99.5% | $6,101-99.4% | $11,596-99.7% |