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 | $60,817 | $107,334-43.3% | $92,893-34.5% | $152,861-60.2% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 7.13% | 145.58%-138.4pp | 109.41%-102.3pp | 345.32%-338.2pp |
| Employer contribution / active EE | $2,433 | $4,221-42.4% | $3,653-33.4% | $4,762-48.9% |
| Participant deferral / active EE | $5,282 | $4,845+9.0% | $4,236+24.7% | $5,850-9.7% |
| Admin fee / account holder | $2 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |