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 | $55,352 | $165,335-66.5% | $149,696-63.0% | $158,922-65.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 3.98% | 348.15%-344.2pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,248 | $5,103-75.5% | $4,644-73.1% | $4,761-73.8% |
| Participant deferral / active EE | $2,946 | $7,181-59.0% | $6,842-56.9% | $5,982-50.8% |
| Admin fee / account holder | $119 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |