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 | $73,014 | $201,272-63.7% | $184,203-60.4% | $145,922-50.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,745 | $7,022-75.2% | $6,427-72.9% | $4,660-62.6% |
| Participant deferral / active EE | $4,542 | $9,806-53.7% | $9,131-50.3% | $6,688-32.1% |
| Admin fee / account holder | $186 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |