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 | $102,296 | $81,248+25.9% | $155,509-34.2% | $80,856+26.5% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 9.69% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $6,229 | $3,100+100.9% | $4,672+33.3% | $2,755+126.1% |
| Participant deferral / active EE | $5,883 | $3,452+70.4% | $5,626+4.6% | $4,296+36.9% |
| Admin fee / account holder | $249 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |