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 4-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 | $99,211 | $117,841-15.8% | $102,423-3.1% | $145,922-32.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 3.71% | 31.65%-27.9pp | 29.32%-25.6pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,274 | $3,615-64.8% | $3,023-57.9% | $4,660-72.7% |
| Participant deferral / active EE | $5,040 | $5,731-12.0% | $5,053-0.3% | $6,688-24.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |