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 | $41,767 | $183,519-77.2% | $155,509-73.1% | $145,922-71.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 3.69% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,088 | $5,313-60.7% | $4,672-55.3% | $4,660-55.2% |
| Participant deferral / active EE | $4,977 | $6,462-23.0% | $5,626-11.5% | $6,688-25.6% |
| Admin fee / account holder | $84 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |