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 5-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 | $72,563 | $179,726-59.6% | $156,263-53.6% | $142,382-49.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 6.77% | 77.86%-71.1pp | 59.47%-52.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $3,439 | $5,069-32.2% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $17,100 | $6,956+145.8% | $6,158+177.7% | $6,507+162.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |