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 | $139,785 | $176,056-20.6% | $159,436-12.3% | $167,490-16.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 1.96% | 331.75%-329.8pp | 263.57%-261.6pp | 478.56%-476.6pp |
| Employer contribution / active EE | $5,364 | $5,297+1.3% | $4,829+11.1% | $4,837+10.9% |
| Participant deferral / active EE | $6,007 | $7,750-22.5% | $7,352-18.3% | $6,341-5.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |