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 | $135,063 | $117,983+14.5% | $101,794+32.7% | $142,382-5.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 3.65% | 36.92%-33.3pp | 30.53%-26.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,889 | $2,773+4.2% | $2,289+26.2% | $4,299-32.8% |
| Participant deferral / active EE | $5,623 | $4,714+19.3% | $4,084+37.7% | $6,507-13.6% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |