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 | $51,018 | $106,584-52.1% | $101,326-49.6% | $142,382-64.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 12.57% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,123 | $3,956-21.1% | $3,665-14.8% | $4,299-27.4% |
| Participant deferral / active EE | $9,278 | $8,297+11.8% | $7,994+16.1% | $6,507+42.6% |
| Admin fee / account holder | $132 | $11,446-98.8% | $11,185-98.8% | $12,624-99.0% |