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 9-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 | $36,680 | $114,381-67.9% | $107,525-65.9% | $142,382-74.2% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 5.27% | 242.71%-237.4pp | 181.32%-176.0pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,755 | $4,015-31.4% | $3,754-26.6% | $4,299-35.9% |
| Participant deferral / active EE | $4,769 | $5,564-14.3% | $5,116-6.8% | $6,507-26.7% |
| Admin fee / account holder | $129 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |