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 5-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 | $79,845 | $172,111-53.6% | $150,298-46.9% | $137,256-41.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.83% | 69.37%-58.5pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,791 | $4,636-39.8% | $4,154-32.8% | $4,156-32.9% |
| Participant deferral / active EE | $13,639 | $6,166+121.2% | $5,453+150.1% | $6,407+112.9% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |