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 | $176,563 | $60,124+193.7% | $90,404+95.3% | $79,858+121.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 6.34% | 71.94%-65.6pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,807 | $2,068-12.6% | $3,262-44.6% | $2,471-26.9% |
| Participant deferral / active EE | $6,199 | $2,938+111.0% | $3,963+56.4% | $3,740+65.7% |
| Admin fee / account holder | $166 | $3,976-95.8% | $5,611-97.0% | $5,306-96.9% |