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 | $110,256 | $148,978-26.0% | $200,582-45.0% | $84,808+30.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.21% | 28.16%-16.9pp | 42.33%-31.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,666 | $4,815-65.4% | $6,419-74.0% | $2,631-36.7% |
| Participant deferral / active EE | $8,531 | $7,142+19.4% | $9,331-8.6% | $4,212+102.6% |
| Admin fee / account holder | $4 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |