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 | $138,973 | $106,515+30.5% | $96,683+43.7% | $139,434-0.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.54% | 38.43%-30.9pp | 35.69%-28.2pp | 372.94%-365.4pp |
| Employer contribution / active EE | $3,179 | $4,103-22.5% | $3,737-14.9% | $4,751-33.1% |
| Participant deferral / active EE | $22,874 | $5,454+319.4% | $4,878+368.9% | $6,710+240.9% |
| Admin fee / account holder | $104 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |