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 | $66,540 | $157,256-57.7% | $141,162-52.9% | $152,861-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.30% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $5,818 | $5,261+10.6% | $4,735+22.9% | $4,762+22.2% |
| Participant deferral / active EE | $3,185 | $7,109-55.2% | $6,709-52.5% | $5,850-45.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |