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 | $148,745 | $54,705+171.9% | $71,209+108.9% | $84,808+75.4% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 11.63% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,597 | $2,158-26.0% | $2,721-41.3% | $2,631-39.3% |
| Participant deferral / active EE | $3,440 | $3,030+13.5% | $4,175-17.6% | $4,212-18.3% |
| Admin fee / account holder | $279 | $4,863-94.3% | $5,349-94.8% | $7,344-96.2% |