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 | $101,562 | $185,822-45.3% | $169,993-40.3% | $139,434-27.2% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.7pp | 80.3%+0.9pp |
| Annual return | 10.56% | 60.50%-49.9pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,427 | $7,590-54.9% | $6,785-49.5% | $4,751-27.9% |
| Participant deferral / active EE | $6,854 | $11,622-41.0% | $10,408-34.1% | $6,710+2.1% |
| Admin fee / account holder | $4 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |