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 | $84,708 | $74,888+13.1% | $71,209+19.0% | $142,382-40.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 2.62% | 345.14%-342.5pp | 282.51%-279.9pp | 217.08%-214.5pp |
| Employer contribution / active EE | $2,036 | $2,854-28.7% | $2,721-25.2% | $4,299-52.7% |
| Participant deferral / active EE | $20,146 | $4,454+352.3% | $4,175+382.5% | $6,507+209.6% |
| Admin fee / account holder | $185 | $5,568-96.7% | $5,349-96.5% | $12,624-98.5% |