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 | $85,506 | $89,355-4.3% | $141,162-39.4% | $72,985+17.2% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 18.38% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,749 | $3,114-43.8% | $4,735-63.1% | $2,440-28.3% |
| Participant deferral / active EE | $2,707 | $5,418-50.0% | $6,709-59.7% | $3,607-25.0% |
| Admin fee / account holder | $94 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |