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 | $89,301 | $99,918-10.6% | $81,382+9.7% | $145,922-38.8% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 7.08% | 34.32%-27.2pp | 24.73%-17.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,096 | $2,978-63.2% | $2,463-55.5% | $4,660-76.5% |
| Participant deferral / active EE | $1,578 | $4,605-65.7% | $3,883-59.4% | $6,688-76.4% |
| Admin fee / account holder | $8 | $8,212-99.9% | $5,768-99.9% | $13,397-99.9% |