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 3-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 | $30,446 | $154,228-80.3% | $145,433-79.1% | $137,256-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.52% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $9,673 | $4,804+101.3% | $4,554+112.4% | $4,156+132.7% |
| Participant deferral / active EE | $4,875 | $8,216-40.7% | $7,897-38.3% | $6,407-23.9% |
| Admin fee / account holder | $197 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |