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 | $73,772 | $99,877-26.1% | $84,966-13.2% | $145,922-49.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 7.12% | 83.76%-76.6pp | 66.38%-59.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $3,195 | $3,231-1.1% | $2,727+17.2% | $4,660-31.4% |
| Participant deferral / active EE | $984 | $5,291-81.4% | $4,519-78.2% | $6,688-85.3% |
| Admin fee / account holder | $4 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |