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 | $65,459 | $65,365+0.1% | $92,893-29.5% | $72,985-10.3% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 14.15% | 42.10%-28.0pp | 109.41%-95.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $1,727 | $2,594-33.4% | $3,653-52.7% | $2,440-29.2% |
| Participant deferral / active EE | $4,350 | $3,128+39.0% | $4,236+2.7% | $3,607+20.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |