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 | $107,806 | $60,349+78.6% | $74,183+45.3% | $62,891+71.4% |
| Participation rate | 72.0% | 72.7%-0.7pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 4.49% | 21.37%-16.9pp | 17.74%-13.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,160 | $1,680+28.6% | $2,370-8.9% | $2,281-5.3% |
| Participant deferral / active EE | $4,273 | $2,856+49.6% | $3,550+20.4% | $3,203+33.4% |
| Admin fee / account holder | $6 | $4,261-99.8% | $5,586-99.9% | $4,296-99.9% |