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 | $167,291 | $124,281+34.6% | $109,143+53.3% | $167,490-0.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.55% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,009 | $4,207-76.0% | $3,722-72.9% | $4,837-79.1% |
| Participant deferral / active EE | $1,809 | $5,255-65.6% | $4,653-61.1% | $6,341-71.5% |
| Admin fee / account holder | $153 | $7,970-98.1% | $6,752-97.7% | $12,309-98.8% |