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 | $54,804 | $89,355-38.7% | $141,162-61.2% | $72,985-24.9% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.5%-3.4pp | 69.5%+9.6pp |
| Annual return | 18.87% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,836 | $3,114+23.2% | $4,735-19.0% | $2,440+57.2% |
| Participant deferral / active EE | $3,914 | $5,418-27.8% | $6,709-41.7% | $3,607+8.5% |
| Admin fee / account holder | $148 | $5,958-97.5% | $10,261-98.6% | $5,124-97.1% |