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 | $170,885 | $108,912+56.9% | $100,383+70.2% | $145,959+17.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 57.96%-48.3pp | 49.26%-39.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,631 | $4,423-63.1% | $3,944-58.6% | $4,661-65.0% |
| Participant deferral / active EE | $3,262 | $8,451-61.4% | $8,086-59.7% | $6,689-51.2% |
| Admin fee / account holder | $24 | $9,690-99.8% | $7,900-99.7% | $13,398-99.8% |