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 | $100,057 | $217,402-54.0% | $185,823-46.2% | $167,490-40.3% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 8.24% | 148.36%-140.1pp | 122.05%-113.8pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,734 | $5,873-70.5% | $5,167-66.4% | $4,837-64.1% |
| Participant deferral / active EE | $4,624 | $6,356-27.2% | $5,568-16.9% | $6,341-27.1% |
| Admin fee / account holder | $11 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |