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 | $103,602 | $198,466-47.8% | $170,442-39.2% | $147,584-29.8% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 1.87% | 257.29%-255.4pp | 205.93%-204.1pp | 578.55%-576.7pp |
| Employer contribution / active EE | $4,669 | $6,184-24.5% | $5,433-14.1% | $4,876-4.3% |
| Participant deferral / active EE | $4,511 | $5,629-19.9% | $4,939-8.7% | $5,439-17.1% |
| Admin fee / account holder | $197 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |