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 | $54,076 | $49,177+10.0% | $79,464-31.9% | $64,186-15.8% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -8.16% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,697 | $2,076+29.9% | $2,800-3.7% | $2,381+13.3% |
| Participant deferral / active EE | $6,969 | $2,821+147.0% | $3,704+88.2% | $3,470+100.9% |
| Admin fee / account holder | $192 | $3,839-95.0% | $5,113-96.3% | $4,888-96.1% |