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 | $71,254 | $84,696-15.9% | $75,696-5.9% | $167,490-57.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.40% | 199.36%-192.0pp | 104.53%-97.1pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,629 | $3,230-18.6% | $2,743-4.2% | $4,837-45.7% |
| Participant deferral / active EE | $7,178 | $4,580+56.7% | $3,821+87.8% | $6,341+13.2% |
| Admin fee / account holder | $14 | $5,355-99.7% | $3,619-99.6% | $12,309-99.9% |