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 | $43,543 | $183,519-76.3% | $155,509-72.0% | $145,922-70.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.53% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,277 | $5,313-76.0% | $4,672-72.7% | $4,660-72.6% |
| Participant deferral / active EE | $3,373 | $6,462-47.8% | $5,626-40.0% | $6,688-49.6% |
| Admin fee / account holder | $208 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |