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 | $147,033 | $183,519-19.9% | $155,509-5.5% | $145,922+0.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.45% | 61.17%-57.7pp | 64.67%-61.2pp | 561.29%-557.8pp |
| Employer contribution / active EE | $6,533 | $5,313+23.0% | $4,672+39.8% | $4,660+40.2% |
| Participant deferral / active EE | $2,842 | $6,462-56.0% | $5,626-49.5% | $6,688-57.5% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |