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 | $91,865 | $96,965-5.3% | $97,995-6.3% | $147,584-37.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 8.27% | 24.11%-15.8pp | 23.94%-15.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $3,752 | $4,536-17.3% | $4,158-9.8% | $4,876-23.1% |
| Participant deferral / active EE | $3,752 | $5,081-26.2% | $5,097-26.4% | $5,439-31.0% |
| Admin fee / account holder | $50 | $8,120-99.4% | $5,943-99.2% | $10,885-99.5% |