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 | $186,707 | $118,680+57.3% | $98,907+88.8% | $158,922+17.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 3.42% | 372.35%-368.9pp | 196.43%-193.0pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,343 | $3,333-29.7% | $2,689-12.9% | $4,761-50.8% |
| Participant deferral / active EE | $4,406 | $5,088-13.4% | $4,244+3.8% | $5,982-26.3% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |