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 | $52,859 | $153,772-65.6% | $133,980-60.5% | $273,961-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.93% | 36.51%-33.6pp | 29.30%-26.4pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,421 | $6,029-59.9% | $5,211-53.6% | $4,869-50.3% |
| Participant deferral / active EE | $6,837 | $6,958-1.8% | $6,282+8.8% | $5,287+29.3% |
| Admin fee / account holder | $2 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |