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 | $96,062 | $157,256-38.9% | $141,162-31.9% | $152,861-37.2% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 4.66% | 64.32%-59.7pp | 71.39%-66.7pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,087 | $5,261-60.3% | $4,735-55.9% | $4,762-56.2% |
| Participant deferral / active EE | $5,651 | $7,109-20.5% | $6,709-15.8% | $5,850-3.4% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |