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 | $58,504 | $53,018+10.3% | $70,014-16.4% | $62,891-7.0% |
| Participation rate | 92.6% | 67.2%+25.4pp | 71.8%+20.8pp | 69.3%+23.3pp |
| Annual return | 3.73% | 13.35%-9.6pp | 12.99%-9.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,921 | $1,799+6.8% | $2,338-17.8% | $2,281-15.8% |
| Participant deferral / active EE | $4,275 | $2,395+78.5% | $2,931+45.9% | $3,203+33.5% |
| Admin fee / account holder | $259 | $3,690-93.0% | $4,380-94.1% | $4,296-94.0% |