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 | $74,064 | $202,318-63.4% | $172,739-57.1% | $152,861-51.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 3.40% | 1029.65%-1026.3pp | 802.84%-799.4pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,311 | $5,856-77.6% | $5,143-74.5% | $4,762-72.5% |
| Participant deferral / active EE | $4,646 | $5,948-21.9% | $5,198-10.6% | $5,850-20.6% |
| Admin fee / account holder | $152 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |