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 | $160,256 | $98,750+62.3% | $149,696+7.1% | $79,858+100.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.29% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $4,001 | $3,216+24.4% | $4,644-13.9% | $2,471+61.9% |
| Participant deferral / active EE | $5,651 | $5,680-0.5% | $6,842-17.4% | $3,740+51.1% |
| Admin fee / account holder | $126 | $6,053-97.9% | $9,309-98.7% | $5,306-97.6% |