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 | $57,347 | $157,256-63.5% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.35% | 64.32%-58.0pp | 71.39%-65.0pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,229 | $5,261-57.6% | $4,735-52.9% | $4,762-53.2% |
| Participant deferral / active EE | $12,733 | $7,109+79.1% | $6,709+89.8% | $5,850+117.7% |
| Admin fee / account holder | $222 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |