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 | $222,975 | $107,334+107.7% | $92,893+140.0% | $152,861+45.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.52% | 145.58%-137.1pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $2,303 | $4,221-45.4% | $3,653-37.0% | $4,762-51.6% |
| Participant deferral / active EE | $10,247 | $4,845+111.5% | $4,236+141.9% | $5,850+75.2% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |