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 | $168,098 | $100,041+68.0% | $149,718+12.3% | $70,131+139.7% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 2.25% | 27.43%-25.2pp | 1501.63%-1499.4pp | 73.14%-70.9pp |
| Employer contribution / active EE | $3,851 | $3,662+5.2% | $5,445-29.3% | $2,342+64.4% |
| Participant deferral / active EE | $5,601 | $4,983+12.4% | $6,569-14.7% | $3,332+68.1% |
| Admin fee / account holder | $8 | $8,286-99.9% | $11,283-99.9% | $4,645-99.8% |