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 8-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 | $45,660 | $111,754-59.1% | $103,333-55.8% | $145,922-68.7% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 6.23% | 24.77%-18.5pp | 24.88%-18.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $6,117 | $4,212+45.2% | $3,868+58.1% | $4,660+31.3% |
| Participant deferral / active EE | $2,485 | $5,619-55.8% | $5,057-50.9% | $6,688-62.8% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |