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 | $97,239 | $109,881-11.5% | $150,045-35.2% | $84,808+14.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 12.46% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,775 | $3,561-22.1% | $4,693-40.9% | $2,631+5.5% |
| Participant deferral / active EE | $5,135 | $6,636-22.6% | $7,997-35.8% | $4,212+21.9% |
| Admin fee / account holder | $287 | $8,568-96.6% | $13,435-97.9% | $7,344-96.1% |