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 | $70,097 | $157,256-55.4% | $141,162-50.3% | $152,861-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.68% | 64.32%-56.6pp | 71.39%-63.7pp | 345.32%-337.6pp |
| Employer contribution / active EE | $4,738 | $5,261-9.9% | $4,735+0.1% | $4,762-0.5% |
| Participant deferral / active EE | $6,123 | $7,109-13.9% | $6,709-8.7% | $5,850+4.7% |
| Admin fee / account holder | $54 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |