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 | $173,322 | $103,376+67.7% | $87,100+99.0% | $152,861+13.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 9.90% | 28.10%-18.2pp | 28.19%-18.3pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,893 | $3,220-41.2% | $2,521-24.9% | $4,762-60.3% |
| Participant deferral / active EE | $2,308 | $4,778-51.7% | $4,049-43.0% | $5,850-60.6% |
| Admin fee / account holder | $46 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |