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 | $138,144 | $183,592-24.8% | $155,567-11.2% | $145,959-5.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.10% | 61.24%-53.1pp | 64.74%-56.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,278 | $5,315-76.0% | $4,674-72.7% | $4,661-72.6% |
| Participant deferral / active EE | $3,571 | $6,464-44.8% | $5,628-36.5% | $6,689-46.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |