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 | $96,846 | $90,503+7.0% | $78,689+23.1% | $273,961-64.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 1.94% | 75.60%-73.7pp | 62.18%-60.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $8,750 | $3,176+175.5% | $2,851+207.0% | $4,869+79.7% |
| Participant deferral / active EE | $3,898 | $3,901-0.1% | $3,517+10.8% | $5,287-26.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |