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 | $149,352 | $181,894-17.9% | $156,549-4.6% | $273,961-45.5% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 1.35% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,485 | $6,248-60.2% | $5,501-54.8% | $4,869-49.0% |
| Participant deferral / active EE | $4,965 | $5,550-10.5% | $4,871+1.9% | $5,287-6.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |