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 | $100,970-49.5% | $96,576-47.2% | $137,256-62.8% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 12.57% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,123 | $3,809-18.0% | $3,553-12.1% | $4,156-24.9% |
| Participant deferral / active EE | $9,278 | $8,286+12.0% | $7,956+16.6% | $6,407+44.8% |
| Admin fee / account holder | $132 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |