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 | $78,320 | $67,606+15.8% | $82,313-4.9% | $70,131+11.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.24% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,724 | $1,755-1.7% | $2,428-29.0% | $2,342-26.4% |
| Participant deferral / active EE | $2,085 | $2,987-30.2% | $3,706-43.7% | $3,332-37.4% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |