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 | $88,137 | $127,777-31.0% | $106,548-17.3% | $167,490-47.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.69% | 33.87%-26.2pp | 26.80%-19.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $4,030 | $3,427+17.6% | $2,819+43.0% | $4,837-16.7% |
| Participant deferral / active EE | $4,831 | $5,087-5.0% | $4,398+9.8% | $6,341-23.8% |
| Admin fee / account holder | $84 | $11,228-99.3% | $7,407-98.9% | $12,309-99.3% |