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 | $119,147 | $99,020+20.3% | $86,590+37.6% | $147,584-19.3% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 2.14% | 1312.34%-1310.2pp | 964.84%-962.7pp | 578.55%-576.4pp |
| Employer contribution / active EE | $1,997 | $3,132-36.2% | $2,839-29.7% | $4,876-59.0% |
| Participant deferral / active EE | $3,765 | $3,972-5.2% | $3,609+4.3% | $5,439-30.8% |
| Admin fee / account holder | -$133 | $5,710-102.3% | $4,906-102.7% | $10,885-101.2% |