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 | $63,215 | $105,126-39.9% | $94,646-33.2% | $139,434-54.7% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 12.04% | 38.03%-26.0pp | 156.71%-144.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,125 | $4,106-48.2% | $3,672-42.1% | $4,751-55.3% |
| Participant deferral / active EE | $6,094 | $7,599-19.8% | $7,418-17.9% | $6,710-9.2% |
| Admin fee / account holder | $58 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |