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 | $91,392 | $202,318-54.8% | $172,739-47.1% | $152,861-40.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 4.84% | 1029.65%-1024.8pp | 802.84%-798.0pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,147 | $5,856-63.3% | $5,143-58.2% | $4,762-54.9% |
| Participant deferral / active EE | $5,396 | $5,948-9.3% | $5,198+3.8% | $5,850-7.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |