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 9-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 | $89,644 | $175,202-48.8% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 3.89% | 166.71%-162.8pp | 134.42%-130.5pp | 372.94%-369.1pp |
| Employer contribution / active EE | $2,122 | $5,474-61.2% | $4,818-55.9% | $4,751-55.3% |
| Participant deferral / active EE | $7,728 | $6,519+18.6% | $5,680+36.1% | $6,710+15.2% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |