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 | $159,457 | $175,202-9.0% | $149,673+6.5% | $139,434+14.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 5.60% | 166.71%-161.1pp | 134.42%-128.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $2,955 | $5,474-46.0% | $4,818-38.7% | $4,751-37.8% |
| Participant deferral / active EE | $11,100 | $6,519+70.3% | $5,680+95.4% | $6,710+65.4% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |