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 7-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 | $60,529 | $124,319-51.3% | $111,297-45.6% | $167,490-63.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 7.20% | 37.44%-30.2pp | 54.65%-47.5pp | 478.56%-471.4pp |
| Employer contribution / active EE | $3,506 | $3,435+2.0% | $2,731+28.4% | $4,837-27.5% |
| Participant deferral / active EE | $14,897 | $5,180+187.6% | $4,487+232.0% | $6,341+134.9% |
| Admin fee / account holder | $94 | $10,618-99.1% | $7,964-98.8% | $12,309-99.2% |