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 | $113,368 | $177,572-36.2% | $154,803-26.8% | $142,382-20.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.88% | 65.07%-61.2pp | 58.88%-55.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,556 | $4,810-46.9% | $4,305-40.6% | $4,299-40.5% |
| Participant deferral / active EE | $4,474 | $6,272-28.7% | $5,540-19.3% | $6,507-31.3% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |