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 | $148,911 | $111,814+33.2% | $103,374+44.1% | $145,959+2.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 5.31% | 24.77%-19.5pp | 24.89%-19.6pp | 561.95%-556.6pp |
| Employer contribution / active EE | $1,882 | $4,214-55.3% | $3,869-51.4% | $4,661-59.6% |
| Participant deferral / active EE | $6,730 | $5,618+19.8% | $5,058+33.1% | $6,689+0.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |