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 | $68,199 | $67,411+1.2% | $91,001-25.1% | $70,131-2.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.92% | -40.16%+50.1pp | 4.60%+5.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,827 | $1,786+2.3% | $2,456-25.6% | $2,342-22.0% |
| Participant deferral / active EE | $3,246 | $2,823+15.0% | $3,547-8.5% | $3,332-2.6% |
| Admin fee / account holder | $168 | $4,236-96.0% | $5,417-96.9% | $4,645-96.4% |