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 10-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 | $168,582 | $165,912+1.6% | $122,332+37.8% | $147,584+14.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 1.75% | 34.55%-32.8pp | 30.27%-28.5pp | 578.55%-576.8pp |
| Employer contribution / active EE | $2,166 | $5,754-62.4% | $4,050-46.5% | $4,876-55.6% |
| Participant deferral / active EE | $2,384 | $4,005-40.5% | $3,287-27.5% | $5,439-56.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |