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 | $123,682 | $78,672+57.2% | $109,143+13.3% | $85,850+44.1% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 8.39% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $13,212 | $2,735+383.1% | $3,722+255.0% | $2,565+415.1% |
| Participant deferral / active EE | $1,565 | $3,467-54.9% | $4,653-66.4% | $3,952-60.4% |
| Admin fee / account holder | $137 | $5,469-97.5% | $6,752-98.0% | $6,260-97.8% |