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 | $99,663 | $78,672+26.7% | $109,143-8.7% | $85,850+16.1% |
| Participation rate | 78.1% | 68.3%+9.9pp | 75.9%+2.2pp | 69.3%+8.8pp |
| Annual return | 10.35% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,446 | $2,735-47.1% | $3,722-61.2% | $2,565-43.6% |
| Participant deferral / active EE | $5,801 | $3,467+67.3% | $4,653+24.7% | $3,952+46.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |