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 | $88,724 | $63,355+40.0% | $91,989-3.5% | $72,985+21.6% |
| Participation rate | 97.7% | 72.5%+25.2pp | 78.6%+19.1pp | 69.5%+28.2pp |
| Annual return | 18.60% | 35.35%-16.7pp | 69.02%-50.4pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,475 | $2,116+17.0% | $3,452-28.3% | $2,440+1.4% |
| Participant deferral / active EE | $6,242 | $4,883+27.8% | $5,923+5.4% | $3,607+73.0% |
| Admin fee / account holder | $192 | $4,668-95.9% | $7,743-97.5% | $5,124-96.3% |