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 | $102,294 | $175,202-41.6% | $149,673-31.7% | $139,434-26.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.08% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $8,976 | $5,474+64.0% | $4,818+86.3% | $4,751+88.9% |
| Participant deferral / active EE | $6,583 | $6,519+1.0% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $299 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |