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 9-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 | $79,482 | $114,381-30.5% | $107,525-26.1% | $142,382-44.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 7.50% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,682 | $4,015-33.2% | $3,754-28.6% | $4,299-37.6% |
| Participant deferral / active EE | $3,424 | $5,564-38.5% | $5,116-33.1% | $6,507-47.4% |
| Admin fee / account holder | $38 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |