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 | $117,103 | $105,998+10.5% | $92,233+27.0% | $147,584-20.7% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 5.85% | 50.05%-44.2pp | 176.28%-170.4pp | 578.55%-572.7pp |
| Employer contribution / active EE | $738 | $4,333-83.0% | $3,679-79.9% | $4,876-84.9% |
| Participant deferral / active EE | $1,425 | $4,478-68.2% | $3,897-63.4% | $5,439-73.8% |
| Admin fee / account holder | $96 | $6,332-98.5% | $5,194-98.2% | $10,885-99.1% |