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 | $177,572-55.0% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.83% | 65.07%-54.2pp | 58.88%-48.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,791 | $4,810-42.0% | $4,305-35.2% | $4,299-35.1% |
| Participant deferral / active EE | $13,639 | $6,272+117.5% | $5,540+146.2% | $6,507+109.6% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |