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 | $133,867 | $185,822-28.0% | $169,993-21.3% | $139,434-4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.30% | 60.50%-54.2pp | 53.37%-47.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $11,540 | $7,590+52.0% | $6,785+70.1% | $4,751+142.9% |
| Participant deferral / active EE | $4,000 | $11,622-65.6% | $10,408-61.6% | $6,710-40.4% |
| Admin fee / account holder | $178 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |