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 | $102,013 | $88,751+14.9% | $81,812+24.7% | $145,922-30.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 2.98% | 1025.40%-1022.4pp | 773.79%-770.8pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,725 | $3,083-44.1% | $2,912-40.8% | $4,660-63.0% |
| Participant deferral / active EE | $5,221 | $4,643+12.4% | $4,319+20.9% | $6,688-21.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |