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 | $85,258 | $100,970-15.6% | $96,576-11.7% | $137,256-37.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 11.41% | 38.16%-26.7pp | 38.47%-27.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,925 | $3,809-49.5% | $3,553-45.8% | $4,156-53.7% |
| Participant deferral / active EE | $5,547 | $8,286-33.1% | $7,956-30.3% | $6,407-13.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |