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 | $160,234 | $148,534+7.9% | $135,903+17.9% | $139,434+14.9% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 8.42% | 79.19%-70.8pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $3,140 | $5,243-40.1% | $4,856-35.3% | $4,751-33.9% |
| Participant deferral / active EE | $6,105 | $8,100-24.6% | $7,758-21.3% | $6,710-9.0% |
| Admin fee / account holder | $6 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |