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 | $50,634 | $97,125-47.9% | $86,233-41.3% | $137,256-63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.49% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,867 | $2,841-34.3% | $2,504-25.4% | $4,156-55.1% |
| Participant deferral / active EE | $1,937 | $5,180-62.6% | $4,559-57.5% | $6,407-69.8% |
| Admin fee / account holder | $95 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |