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 7-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 | $38,590 | $176,056-78.1% | $159,436-75.8% | $167,490-77.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 3.10% | 331.75%-328.6pp | 263.57%-260.5pp | 478.56%-475.5pp |
| Employer contribution / active EE | $3,086 | $5,297-41.7% | $4,829-36.1% | $4,837-36.2% |
| Participant deferral / active EE | $9,040 | $7,750+16.7% | $7,352+23.0% | $6,341+42.6% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |