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 | $148,626 | $113,339+31.1% | $94,993+56.5% | $147,584+0.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 5.29% | 20.77%-15.5pp | 27.12%-21.8pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,374 | $3,160-56.5% | $2,603-47.2% | $4,876-71.8% |
| Participant deferral / active EE | $5,974 | $3,777+58.2% | $3,317+80.1% | $5,439+9.8% |
| Admin fee / account holder | $103 | $6,063-98.3% | $4,960-97.9% | $10,885-99.0% |