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 4-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 | $77,978 | $159,602-51.1% | $150,045-48.0% | $142,382-45.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 5.22% | 70.24%-65.0pp | 62.55%-57.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $4,858 | $4,961-2.1% | $4,693+3.5% | $4,299+13.0% |
| Participant deferral / active EE | $15,817 | $8,310+90.3% | $7,997+97.8% | $6,507+143.1% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |