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 4-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 | $122,642 | $165,335-25.8% | $149,696-18.1% | $158,922-22.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 3.46% | 348.15%-344.7pp | 276.60%-273.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,447 | $5,103-52.1% | $4,644-47.3% | $4,761-48.6% |
| Participant deferral / active EE | $7,420 | $7,181+3.3% | $6,842+8.5% | $5,982+24.0% |
| Admin fee / account holder | $276 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |