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 | $85,466 | $107,334-20.4% | $92,893-8.0% | $152,861-44.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.19% | 145.58%-140.4pp | 109.41%-104.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,160 | $4,221-72.5% | $3,653-68.2% | $4,762-75.6% |
| Participant deferral / active EE | $6,471 | $4,845+33.6% | $4,236+52.8% | $5,850+10.6% |
| Admin fee / account holder | $171 | $7,079-97.6% | $5,794-97.0% | $11,596-98.5% |