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 | $158,396 | $157,256+0.7% | $141,162+12.2% | $152,861+3.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 13.14% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $3,149 | $5,261-40.1% | $4,735-33.5% | $4,762-33.9% |
| Participant deferral / active EE | $2,853 | $7,109-59.9% | $6,709-57.5% | $5,850-51.2% |
| Admin fee / account holder | $85 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |