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 | $65,590 | $144,119-54.5% | $117,854-44.3% | $147,584-55.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 8.44% | 531.15%-522.7pp | 335.08%-326.6pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,213 | $4,896-75.2% | $3,786-68.0% | $4,876-75.1% |
| Participant deferral / active EE | $4,044 | $5,316-23.9% | $4,482-9.8% | $5,439-25.6% |
| Admin fee / account holder | $14 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |