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 | $132,562 | $102,966+28.7% | $90,281+46.8% | $152,861-13.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 3.61% | 95.16%-91.6pp | 78.10%-74.5pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,097 | $3,139-65.0% | $2,854-61.6% | $4,762-77.0% |
| Participant deferral / active EE | $6,268 | $4,281+46.4% | $3,885+61.3% | $5,850+7.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |