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 4-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 | $30,861 | $148,534-79.2% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 6.88% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $5,460 | $5,243+4.1% | $4,856+12.4% | $4,751+14.9% |
| Participant deferral / active EE | $10,987 | $8,100+35.6% | $7,758+41.6% | $6,710+63.7% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |