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 | $45,983 | $73,933-37.8% | $96,683-52.4% | $75,163-38.8% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 7.54% | 26.70%-19.2pp | 35.69%-28.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $3,997 | $2,928+36.5% | $3,737+7.0% | $2,670+49.7% |
| Participant deferral / active EE | $2,837 | $3,659-22.4% | $4,878-41.8% | $4,125-31.2% |
| Admin fee / account holder | $219 | $5,216-95.8% | $6,730-96.7% | $5,651-96.1% |