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 | $195,546 | $112,881+73.2% | $90,951+115.0% | $158,922+23.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 2.75% | 215.79%-213.0pp | 134.60%-131.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,730 | $2,893-40.2% | $2,122-18.5% | $4,761-63.7% |
| Participant deferral / active EE | $8,028 | $4,128+94.5% | $3,373+138.0% | $5,982+34.2% |
| Admin fee / account holder | $28 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |