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 | $146,267-24.6% | $197,124-44.1% | $82,448+33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.21% | 29.61%-18.4pp | 44.34%-33.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,666 | $4,723-64.7% | $6,227-73.3% | $2,551-34.7% |
| Participant deferral / active EE | $8,531 | $7,035+21.3% | $9,135-6.6% | $4,139+106.1% |
| Admin fee / account holder | $4 | $14,422-100.0% | $16,298-100.0% | $7,234-99.9% |