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 | $104,015 | $95,416+9.0% | $185,823-44.0% | $85,850+21.2% |
| Participation rate | 77.4% | 68.8%+8.7pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 8.48% | 23.59%-15.1pp | 122.05%-113.6pp | 318.53%-310.1pp |
| Employer contribution / active EE | $2,135 | $3,314-35.6% | $5,167-58.7% | $2,565-16.8% |
| Participant deferral / active EE | $4,767 | $3,423+39.2% | $5,568-14.4% | $3,952+20.6% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |