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 9-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 | $64,721 | $165,335-60.9% | $149,696-56.8% | $158,922-59.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.19% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $3,479 | $5,103-31.8% | $4,644-25.1% | $4,761-26.9% |
| Participant deferral / active EE | $6,402 | $7,181-10.9% | $6,842-6.4% | $5,982+7.0% |
| Admin fee / account holder | $206 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |