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 | $143,961 | $100,852+42.7% | $90,404+59.2% | $158,922-9.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.12% | 1724.20%-1720.1pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,956 | $3,689-19.9% | $3,262-9.4% | $4,761-37.9% |
| Participant deferral / active EE | $9,861 | $4,348+126.8% | $3,963+148.8% | $5,982+64.8% |
| Admin fee / account holder | $204 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |