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 | $110,838 | $34,308+223.1% | $74,701+48.4% | $72,985+51.9% |
| Participation rate | 84.8% | 42.4%+42.4pp | 54.5%+30.3pp | 69.5%+15.3pp |
| Annual return | 3.02% | 26.58%-23.6pp | 752.92%-749.9pp | 81.00%-78.0pp |
| Employer contribution / active EE | $6,367 | $692+820.6% | $1,084+487.6% | $2,440+161.0% |
| Participant deferral / active EE | $4,667 | $1,271+267.1% | $1,964+137.7% | $3,607+29.4% |
| Admin fee / account holder | $56 | $2,124-97.4% | $3,333-98.3% | $5,124-98.9% |