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 8-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 | $93,028 | $214,378-56.6% | $200,582-53.6% | $142,382-34.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 6.17% | 46.41%-40.2pp | 42.33%-36.2pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,449 | $6,841-64.2% | $6,419-61.8% | $4,299-43.0% |
| Participant deferral / active EE | $3,372 | $9,865-65.8% | $9,331-63.9% | $6,507-48.2% |
| Admin fee / account holder | $35 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |