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 | $134,278 | $89,355+50.3% | $141,162-4.9% | $72,985+84.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 15.36% | 111.85%-96.5pp | 71.39%-56.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $847 | $3,114-72.8% | $4,735-82.1% | $2,440-65.3% |
| Participant deferral / active EE | $3,635 | $5,418-32.9% | $6,709-45.8% | $3,607+0.8% |
| Admin fee / account holder | $13 | $5,958-99.8% | $10,261-99.9% | $5,124-99.7% |