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 | $77,724 | $157,256-50.6% | $141,162-44.9% | $152,861-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.21% | 64.32%-56.1pp | 71.39%-63.2pp | 345.32%-337.1pp |
| Employer contribution / active EE | $14,457 | $5,261+174.8% | $4,735+205.3% | $4,762+203.6% |
| Participant deferral / active EE | $14,196 | $7,109+99.7% | $6,709+111.6% | $5,850+142.7% |
| Admin fee / account holder | $78 | $12,120-99.4% | $10,261-99.2% | $11,596-99.3% |