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 | $102,169 | $209,336-51.2% | $197,124-48.2% | $137,256-25.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 11.36% | 48.09%-36.7pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,624 | $6,591-60.2% | $6,227-57.9% | $4,156-36.9% |
| Participant deferral / active EE | $4,305 | $9,614-55.2% | $9,135-52.9% | $6,407-32.8% |
| Admin fee / account holder | $22 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |