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 | $64,507 | $209,832-69.3% | $189,513-66.0% | $167,490-61.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.87% | 748.27%-741.4pp | 555.15%-548.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $3,129 | $6,914-54.7% | $6,162-49.2% | $4,837-35.3% |
| Participant deferral / active EE | $7,542 | $8,935-15.6% | $8,221-8.3% | $6,341+18.9% |
| Admin fee / account holder | $284 | $14,293-98.0% | $12,045-97.6% | $12,309-97.7% |