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 | $121,654 | $85,202+42.8% | $172,739-29.6% | $72,985+66.7% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 10.32% | 27.32%-17.0pp | 802.84%-792.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $2,232 | $3,324-32.9% | $5,143-56.6% | $2,440-8.5% |
| Participant deferral / active EE | $3,524 | $3,260+8.1% | $5,198-32.2% | $3,607-2.3% |
| Admin fee / account holder | $240 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |