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 6-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 | $59,760 | $201,272-70.3% | $184,203-67.6% | $145,922-59.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.20% | 29.00%-22.8pp | 28.81%-22.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $5,290 | $7,022-24.7% | $6,427-17.7% | $4,660+13.5% |
| Participant deferral / active EE | $9,589 | $9,806-2.2% | $9,131+5.0% | $6,688+43.4% |
| Admin fee / account holder | $205 | $16,364-98.7% | $13,901-98.5% | $13,397-98.5% |