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 | $131,954 | $89,355+47.7% | $141,162-6.5% | $72,985+80.8% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 17.48% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,421 | $3,114-22.3% | $4,735-48.9% | $2,440-0.8% |
| Participant deferral / active EE | $9,389 | $5,418+73.3% | $6,709+40.0% | $3,607+160.3% |
| Admin fee / account holder | $156 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |