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 | $59,473 | $209,411-71.6% | $178,490-66.7% | $158,922-62.6% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 3.64% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $3,476 | $5,706-39.1% | $5,011-30.6% | $4,761-27.0% |
| Participant deferral / active EE | $2,029 | $5,954-65.9% | $5,202-61.0% | $5,982-66.1% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |