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 | $124,437 | $176,056-29.3% | $159,436-22.0% | $167,490-25.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.28% | 331.75%-329.5pp | 263.57%-261.3pp | 478.56%-476.3pp |
| Employer contribution / active EE | $4,210 | $5,297-20.5% | $4,829-12.8% | $4,837-13.0% |
| Participant deferral / active EE | $8,420 | $7,750+8.6% | $7,352+14.5% | $6,341+32.8% |
| Admin fee / account holder | $40 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |