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 7-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 | $96,746 | $159,602-39.4% | $150,045-35.5% | $142,382-32.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 9.08% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $923 | $4,961-81.4% | $4,693-80.3% | $4,299-78.5% |
| Participant deferral / active EE | $7,081 | $8,310-14.8% | $7,997-11.5% | $6,507+8.8% |
| Admin fee / account holder | $252 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |