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 | $58,363 | $176,056-66.8% | $159,436-63.4% | $167,490-65.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.16% | 331.75%-322.6pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $3,128 | $5,297-40.9% | $4,829-35.2% | $4,837-35.3% |
| Participant deferral / active EE | $5,162 | $7,750-33.4% | $7,352-29.8% | $6,341-18.6% |
| Admin fee / account holder | $250 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |