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 | $98,775 | $98,240+0.5% | $82,313+20.0% | $147,584-33.1% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 5.22% | 30.85%-25.6pp | 25.88%-20.7pp | 578.55%-573.3pp |
| Employer contribution / active EE | $2,307 | $3,192-27.7% | $2,428-5.0% | $4,876-52.7% |
| Participant deferral / active EE | $3,883 | $4,383-11.4% | $3,706+4.8% | $5,439-28.6% |
| Admin fee / account holder | $111 | $8,563-98.7% | $5,608-98.0% | $10,885-99.0% |