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 | $140,688 | $179,726-21.7% | $156,263-10.0% | $142,382-1.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.81% | 77.86%-70.0pp | 59.47%-51.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $7,143 | $5,069+40.9% | $4,333+64.8% | $4,299+66.1% |
| Participant deferral / active EE | $5,635 | $6,956-19.0% | $6,158-8.5% | $6,507-13.4% |
| Admin fee / account holder | $85 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |