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 6-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 | $48,046 | $88,751-45.9% | $81,812-41.3% | $145,922-67.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 7.79% | 1025.40%-1017.6pp | 773.79%-766.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,435 | $3,083-21.0% | $2,912-16.4% | $4,660-47.7% |
| Participant deferral / active EE | $4,823 | $4,643+3.9% | $4,319+11.7% | $6,688-27.9% |
| Admin fee / account holder | $198 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |