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 | $189,749 | $98,750+92.2% | $149,696+26.8% | $79,858+137.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 8.85% | 27.43%-18.6pp | 276.60%-267.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $687 | $3,216-78.6% | $4,644-85.2% | $2,471-72.2% |
| Participant deferral / active EE | $6,874 | $5,680+21.0% | $6,842+0.5% | $3,740+83.8% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |