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 | $214,378-52.3% | $200,582-49.1% | $142,382-28.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 11.36% | 46.41%-35.0pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,624 | $6,841-61.6% | $6,419-59.1% | $4,299-39.0% |
| Participant deferral / active EE | $4,305 | $9,865-56.4% | $9,331-53.9% | $6,507-33.8% |
| Admin fee / account holder | $22 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |