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 | $122,791 | $111,754+9.9% | $103,333+18.8% | $145,922-15.9% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 8.48% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,920 | $4,212-30.7% | $3,868-24.5% | $4,660-37.3% |
| Participant deferral / active EE | $3,415 | $5,619-39.2% | $5,057-32.5% | $6,688-48.9% |
| Admin fee / account holder | $276 | $9,750-97.2% | $8,355-96.7% | $13,397-97.9% |