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 9-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 | $93,167 | $95,803-2.8% | $113,168-17.7% | $84,808+9.9% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 11.95% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,899 | $2,360+149.9% | $2,975+98.3% | $2,631+124.2% |
| Participant deferral / active EE | $3,424 | $4,242-19.3% | $5,107-33.0% | $4,212-18.7% |
| Admin fee / account holder | $293 | $8,989-96.7% | $12,068-97.6% | $7,344-96.0% |