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 | $86,346 | $69,977+23.4% | $108,579-20.5% | $62,891+37.3% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | 3.44% | 10.73%-7.3pp | -51.70%+55.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,405 | $2,135+12.6% | $3,758-36.0% | $2,281+5.4% |
| Participant deferral / active EE | $4,580 | $3,165+44.7% | $4,311+6.2% | $3,203+43.0% |
| Admin fee / account holder | $77 | $5,076-98.5% | $7,645-99.0% | $4,296-98.2% |