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 | $105,425 | $157,256-33.0% | $141,162-25.3% | $152,861-31.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 5.54% | 64.32%-58.8pp | 71.39%-65.9pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,071 | $5,261-60.6% | $4,735-56.3% | $4,762-56.5% |
| Participant deferral / active EE | $8,826 | $7,109+24.1% | $6,709+31.6% | $5,850+50.9% |
| Admin fee / account holder | $289 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |