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 | $97,417 | $157,256-38.1% | $141,162-31.0% | $152,861-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.45% | 64.32%-57.9pp | 71.39%-64.9pp | 345.32%-338.9pp |
| Employer contribution / active EE | $8,182 | $5,261+55.5% | $4,735+72.8% | $4,762+71.8% |
| Participant deferral / active EE | $8,369 | $7,109+17.7% | $6,709+24.7% | $5,850+43.1% |
| Admin fee / account holder | $85 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |