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 | $73,552 | $157,256-53.2% | $141,162-47.9% | $152,861-51.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 6.29% | 64.32%-58.0pp | 71.39%-65.1pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,047 | $5,261-61.1% | $4,735-56.8% | $4,762-57.0% |
| Participant deferral / active EE | $19,508 | $7,109+174.4% | $6,709+190.8% | $5,850+233.5% |
| Admin fee / account holder | $164 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |