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 | $33,407 | $157,256-78.8% | $141,162-76.3% | $152,861-78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.79% | 64.32%-52.5pp | 71.39%-59.6pp | 345.32%-333.5pp |
| Employer contribution / active EE | $3,803 | $5,261-27.7% | $4,735-19.7% | $4,762-20.1% |
| Participant deferral / active EE | $9,074 | $7,109+27.6% | $6,709+35.2% | $5,850+55.1% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |