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 | $64,488 | $63,346+1.8% | $92,233-30.1% | $70,131-8.0% |
| Participation rate | 72.2% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 11.76% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $765 | $2,471-69.0% | $3,679-79.2% | $2,342-67.3% |
| Participant deferral / active EE | $3,060 | $2,854+7.2% | $3,897-21.5% | $3,332-8.2% |
| Admin fee / account holder | $235 | $3,840-93.9% | $5,194-95.5% | $4,645-94.9% |