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 | $139,431 | $77,634+79.6% | $156,549-10.9% | $62,891+121.7% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 2.99% | 50.32%-47.3pp | 32.23%-29.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $4,913 | $3,444+42.7% | $5,501-10.7% | $2,281+115.4% |
| Participant deferral / active EE | $4,928 | $3,045+61.8% | $4,871+1.2% | $3,203+53.8% |
| Admin fee / account holder | $204 | $5,561-96.3% | $13,027-98.4% | $4,296-95.3% |