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 8-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 | $125,861 | $111,814+12.6% | $93,654+34.4% | $145,959-13.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 5.15% | 203.30%-198.1pp | 133.34%-128.2pp | 561.95%-556.8pp |
| Employer contribution / active EE | $1,720 | $3,092-44.4% | $2,421-29.0% | $4,661-63.1% |
| Participant deferral / active EE | $6,100 | $4,914+24.1% | $4,413+38.2% | $6,689-8.8% |
| Admin fee / account holder | $97 | $10,246-99.1% | $8,282-98.8% | $13,398-99.3% |