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 | $88,371 | $228,332-61.3% | $185,823-52.4% | $158,922-44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.88% | 40.80%-36.9pp | 35.95%-32.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,847 | $4,967-42.7% | $4,087-30.3% | $4,761-40.2% |
| Participant deferral / active EE | $12,962 | $6,415+102.1% | $5,632+130.1% | $5,982+116.7% |
| Admin fee / account holder | $6 | $11,864-100.0% | $9,500-99.9% | $11,246-100.0% |