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 | $155,285 | $217,402-28.6% | $185,823-16.4% | $167,490-7.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 3.54% | 148.36%-144.8pp | 122.05%-118.5pp | 478.56%-475.0pp |
| Employer contribution / active EE | $12,388 | $5,873+110.9% | $5,167+139.7% | $4,837+156.1% |
| Participant deferral / active EE | $8,471 | $6,356+33.3% | $5,568+52.1% | $6,341+33.6% |
| Admin fee / account holder | $266 | $19,811-98.7% | $16,237-98.4% | $12,309-97.8% |