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 7-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 | $91,325 | $103,376-11.7% | $87,100+4.9% | $152,861-40.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.69% | 28.10%-24.4pp | 28.19%-24.5pp | 345.32%-341.6pp |
| Employer contribution / active EE | $4,581 | $3,220+42.2% | $2,521+81.7% | $4,762-3.8% |
| Participant deferral / active EE | $6,940 | $4,778+45.3% | $4,049+71.4% | $5,850+18.6% |
| Admin fee / account holder | $26 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |