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 | $212,790 | $118,427+79.7% | $66,042+222.2% | $142,382+49.4% |
| Participation rate | 75.0% | 68.1%+6.9pp | 67.5%+7.5pp | 80.1%-5.1pp |
| Annual return | 4.50% | 35.57%-31.1pp | 52.11%-47.6pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,498 | $2,570-2.8% | $1,579+58.1% | $4,299-41.9% |
| Participant deferral / active EE | $5,818 | $4,311+35.0% | $2,835+105.2% | $6,507-10.6% |
| Admin fee / account holder | $67 | $9,593-99.3% | $5,747-98.8% | $12,624-99.5% |