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 | $127,148 | $101,618+25.1% | $93,063+36.6% | $137,256-7.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.00% | 223.95%-216.9pp | 34.15%-27.2pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,921 | $2,707+7.9% | $2,476+17.9% | $4,156-29.7% |
| Participant deferral / active EE | $8,017 | $4,279+87.3% | $3,958+102.5% | $6,407+25.1% |
| Admin fee / account holder | $6 | $6,198-99.9% | $6,033-99.9% | $12,270-100.0% |