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 | $52,095 | $58,851-11.5% | $115,157-54.8% | $72,985-28.6% |
| Participation rate | 88.2% | 65.5%+22.7pp | 75.9%+12.3pp | 69.5%+18.7pp |
| Annual return | 6.78% | 23.16%-16.4pp | 35.60%-28.8pp | 81.00%-74.2pp |
| Employer contribution / active EE | $973 | $1,798-45.9% | $3,179-69.4% | $2,440-60.1% |
| Participant deferral / active EE | $1,438 | $2,643-45.6% | $4,168-65.5% | $3,607-60.1% |
| Admin fee / account holder | $283 | $6,370-95.6% | $7,088-96.0% | $5,124-94.5% |