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 | $182,127 | $152,587+19.4% | $125,175+45.5% | $152,861+19.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 4.05% | 54.84%-50.8pp | 43.79%-39.7pp | 345.32%-341.3pp |
| Employer contribution / active EE | $19,706 | $4,946+298.4% | $3,865+409.8% | $4,762+313.8% |
| Participant deferral / active EE | $13,536 | $5,868+130.7% | $4,937+174.2% | $5,850+131.4% |
| Admin fee / account holder | $219 | $13,434-98.4% | $9,702-97.7% | $11,596-98.1% |