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 | $80,594 | $48,364+66.6% | $71,796+12.3% | $62,891+28.1% |
| Participation rate | 77.8% | 60.6%+17.2pp | 69.1%+8.7pp | 69.3%+8.5pp |
| Annual return | -2.00% | 13.16%-15.2pp | 78.04%-80.0pp | 20.14%-22.1pp |
| Employer contribution / active EE | $1,302 | $1,042+24.9% | $1,924-32.4% | $2,281-42.9% |
| Participant deferral / active EE | $2,449 | $2,091+17.1% | $2,794-12.3% | $3,203-23.5% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |