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 | $147,220 | $197,591-25.5% | $177,821-17.2% | $158,922-7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.24% | 58.76%-52.5pp | 48.32%-42.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,639 | $6,697-60.6% | $5,918-55.4% | $4,761-44.6% |
| Participant deferral / active EE | $6,358 | $8,405-24.3% | $7,714-17.6% | $5,982+6.3% |
| Admin fee / account holder | $136 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |