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 | $204,275 | $99,020+106.3% | $86,590+135.9% | $147,584+38.4% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 5.54% | 1312.34%-1306.8pp | 964.84%-959.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $4,422 | $3,132+41.2% | $2,839+55.8% | $4,876-9.3% |
| Participant deferral / active EE | $7,438 | $3,972+87.3% | $3,609+106.1% | $5,439+36.8% |
| Admin fee / account holder | $44 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |