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 7-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 | $141,302 | $93,071+51.8% | $74,583+89.5% | $273,961-48.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 1.13% | 26.18%-25.0pp | 20.47%-19.3pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,787 | $3,160-43.4% | $2,525-29.2% | $4,869-63.3% |
| Participant deferral / active EE | $7,114 | $4,160+71.0% | $3,458+105.7% | $5,287+34.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |