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 | $51,690 | $197,591-73.8% | $177,821-70.9% | $158,922-67.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 4.37% | 58.76%-54.4pp | 48.32%-44.0pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,778 | $6,697-58.5% | $5,918-53.1% | $4,761-41.7% |
| Participant deferral / active EE | $6,860 | $8,405-18.4% | $7,714-11.1% | $5,982+14.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |