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 | $212,398 | $176,056+20.6% | $159,436+33.2% | $167,490+26.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 9.60% | 331.75%-322.1pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,297 | $5,297-75.5% | $4,829-73.1% | $4,837-73.2% |
| Participant deferral / active EE | $6,678 | $7,750-13.8% | $7,352-9.2% | $6,341+5.3% |
| Admin fee / account holder | $40 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |