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 | $83,641 | $101,069-17.2% | $81,478+2.7% | $147,584-43.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 5.55% | 32.40%-26.8pp | 38.78%-33.2pp | 578.55%-573.0pp |
| Employer contribution / active EE | $3,319 | $3,205+3.6% | $2,568+29.3% | $4,876-31.9% |
| Participant deferral / active EE | $11,178 | $4,242+163.5% | $3,537+216.1% | $5,439+105.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |