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 | $68,788 | $157,256-56.3% | $141,162-51.3% | $152,861-55.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 11.52% | 64.32%-52.8pp | 71.39%-59.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,857 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $4,932 | $7,109-30.6% | $6,709-26.5% | $5,850-15.7% |
| Admin fee / account holder | $80 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |