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 | $121,856 | $118,849+2.5% | $96,562+26.2% | $167,490-27.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.05% | 50.49%-42.4pp | 37.78%-29.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,442 | $3,120-53.8% | $2,356-38.8% | $4,837-70.2% |
| Participant deferral / active EE | $3,906 | $4,616-15.4% | $3,849+1.5% | $6,341-38.4% |
| Admin fee / account holder | $69 | $8,065-99.1% | $6,181-98.9% | $12,309-99.4% |