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 | $107,786 | $60,349+78.6% | $74,183+45.3% | $62,891+71.4% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 1.72% | 21.37%-19.7pp | 17.74%-16.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $4,062 | $1,680+141.8% | $2,370+71.4% | $2,281+78.1% |
| Participant deferral / active EE | $4,173 | $2,856+46.1% | $3,550+17.6% | $3,203+30.3% |
| Admin fee / account holder | $77 | $4,261-98.2% | $5,586-98.6% | $4,296-98.2% |