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 | $161,124 | $98,240+64.0% | $82,313+95.7% | $147,584+9.2% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 7.24% | 30.85%-23.6pp | 25.88%-18.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $2,696 | $3,192-15.5% | $2,428+11.0% | $4,876-44.7% |
| Participant deferral / active EE | $5,611 | $4,383+28.0% | $3,706+51.4% | $5,439+3.2% |
| Admin fee / account holder | $24 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |