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 6-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 | $105,857 | $148,534-28.7% | $135,903-22.1% | $139,434-24.1% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 10.79% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,352 | $5,243-17.0% | $4,856-10.4% | $4,751-8.4% |
| Participant deferral / active EE | $5,745 | $8,100-29.1% | $7,758-25.9% | $6,710-14.4% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |