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 | $152,158 | $73,933+105.8% | $96,683+57.4% | $75,163+102.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 10.73% | 26.70%-16.0pp | 35.69%-25.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $12,486 | $2,928+326.5% | $3,737+234.1% | $2,670+367.7% |
| Participant deferral / active EE | $6,538 | $3,659+78.7% | $4,878+34.0% | $4,125+58.5% |
| Admin fee / account holder | $19 | $5,216-99.6% | $6,730-99.7% | $5,651-99.7% |