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 | $228,357 | $103,376+120.9% | $87,100+162.2% | $152,861+49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 7.55% | 28.10%-20.6pp | 28.19%-20.6pp | 345.32%-337.8pp |
| Employer contribution / active EE | $3,053 | $3,220-5.2% | $2,521+21.1% | $4,762-35.9% |
| Participant deferral / active EE | $8,547 | $4,778+78.9% | $4,049+111.1% | $5,850+46.1% |
| Admin fee / account holder | $214 | $12,205-98.2% | $7,497-97.1% | $11,596-98.2% |