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 5-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 | $64,441 | $214,378-69.9% | $200,582-67.9% | $142,382-54.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.49% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,135 | $6,841-68.8% | $6,419-66.7% | $4,299-50.3% |
| Participant deferral / active EE | $11,470 | $9,865+16.3% | $9,331+22.9% | $6,507+76.3% |
| Admin fee / account holder | $276 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |