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 | $131,819 | $165,335-20.3% | $149,696-11.9% | $158,922-17.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 6.09% | 348.15%-342.1pp | 276.60%-270.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $6,984 | $5,103+36.9% | $4,644+50.4% | $4,761+46.7% |
| Participant deferral / active EE | $6,591 | $7,181-8.2% | $6,842-3.7% | $5,982+10.2% |
| Admin fee / account holder | $133 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |