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 | $88,176 | $78,705+12.0% | $117,854-25.2% | $70,131+25.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 10.15% | 23.30%-13.2pp | 335.08%-324.9pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,356 | $2,223+6.0% | $3,786-37.8% | $2,342+0.6% |
| Participant deferral / active EE | $4,299 | $3,297+30.4% | $4,482-4.1% | $3,332+29.0% |
| Admin fee / account holder | $4 | $5,065-99.9% | $8,020-99.9% | $4,645-99.9% |