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 | $52,990 | $126,519-58.1% | $106,201-50.1% | $145,959-63.7% |
| Participation rate | 72.7% | 77.7%-4.9pp | 75.3%-2.6pp | 80.3%-7.6pp |
| Annual return | 7.31% | 225.10%-217.8pp | 116.26%-109.0pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,151 | $3,726-69.1% | $3,170-63.7% | $4,661-75.3% |
| Participant deferral / active EE | $3,266 | $5,716-42.9% | $5,012-34.8% | $6,689-51.2% |
| Admin fee / account holder | $38 | $17,312-99.8% | $11,039-99.7% | $13,398-99.7% |