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 | $62,675 | $89,355-29.9% | $141,162-55.6% | $72,985-14.1% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 17.30% | 111.85%-94.5pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,376 | $3,114-23.7% | $4,735-49.8% | $2,440-2.6% |
| Participant deferral / active EE | $4,802 | $5,418-11.4% | $6,709-28.4% | $3,607+33.1% |
| Admin fee / account holder | $52 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |