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 | $62,834 | $78,672-20.1% | $109,143-42.4% | $85,850-26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.48% | 25.09%-16.6pp | 25.75%-17.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $6,945 | $2,735+154.0% | $3,722+86.6% | $2,565+170.8% |
| Participant deferral / active EE | $3,387 | $3,467-2.3% | $4,653-27.2% | $3,952-14.3% |
| Admin fee / account holder | $19 | $5,469-99.7% | $6,752-99.7% | $6,260-99.7% |