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 | $225,788 | $102,616+120.0% | $81,983+175.4% | $158,922+42.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.85% | 61.04%-55.2pp | 41.31%-35.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $3,388 | $3,240+4.6% | $2,498+35.6% | $4,761-28.9% |
| Participant deferral / active EE | $9,617 | $4,648+106.9% | $3,722+158.4% | $5,982+60.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |