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 | $56,433 | $56,897-0.8% | $84,750-33.4% | $62,891-10.3% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 0.02% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,682 | $2,400-29.9% | $3,574-52.9% | $2,281-26.2% |
| Participant deferral / active EE | $3,449 | $2,709+27.3% | $3,712-7.1% | $3,203+7.7% |
| Admin fee / account holder | $119 | $3,581-96.7% | $5,332-97.8% | $4,296-97.2% |