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 | $131,362 | $123,793+6.1% | $177,821-26.1% | $79,858+64.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.84% | 22.82%-15.0pp | 48.32%-40.5pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,925 | $4,095-28.6% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $6,297 | $5,956+5.7% | $7,714-18.4% | $3,740+68.4% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |