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 | $221,984 | $157,256+41.2% | $141,162+57.3% | $152,861+45.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.07% | 64.32%-50.3pp | 71.39%-57.3pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,228 | $5,261-38.6% | $4,735-31.8% | $4,762-32.2% |
| Participant deferral / active EE | $11,220 | $7,109+57.8% | $6,709+67.2% | $5,850+91.8% |
| Admin fee / account holder | $27 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |