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 | $249,452 | $135,952+83.5% | $123,892+101.3% | $273,961-8.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 3.27% | 56.63%-53.4pp | 47.52%-44.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $3,949 | $5,170-23.6% | $4,617-14.5% | $4,869-18.9% |
| Participant deferral / active EE | $6,323 | $6,343-0.3% | $5,984+5.7% | $5,287+19.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |