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 | $104,974+21.1% | $95,585+33.0% | $142,382-10.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.00% | 210.33%-203.3pp | 38.56%-31.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,921 | $2,779+5.1% | $2,527+15.6% | $4,299-32.1% |
| Participant deferral / active EE | $8,017 | $4,352+84.2% | $4,023+99.3% | $6,507+23.2% |
| Admin fee / account holder | $6 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |