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 | $87,334 | $214,378-59.3% | $200,582-56.5% | $142,382-38.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.87% | 46.41%-36.5pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,008 | $6,841-70.7% | $6,419-68.7% | $4,299-53.3% |
| Participant deferral / active EE | $3,828 | $9,865-61.2% | $9,331-59.0% | $6,507-41.2% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |