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 | $105,194 | $165,335-36.4% | $149,696-29.7% | $158,922-33.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 2.50% | 348.15%-345.6pp | 276.60%-274.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $4,285 | $5,103-16.0% | $4,644-7.7% | $4,761-10.0% |
| Participant deferral / active EE | $8,277 | $7,181+15.3% | $6,842+21.0% | $5,982+38.4% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |