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 | $169,234 | $157,256+7.6% | $141,162+19.9% | $152,861+10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.71% | 64.32%-55.6pp | 71.39%-62.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $4,269 | $5,261-18.9% | $4,735-9.8% | $4,762-10.4% |
| Participant deferral / active EE | $5,199 | $7,109-26.9% | $6,709-22.5% | $5,850-11.1% |
| Admin fee / account holder | $169 | $12,120-98.6% | $10,261-98.4% | $11,596-98.5% |