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 | $93,407 | $106,584-12.4% | $101,326-7.8% | $142,382-34.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 8.45% | 36.93%-28.5pp | 36.82%-28.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,287 | $3,956-67.5% | $3,665-64.9% | $4,299-70.1% |
| Participant deferral / active EE | $6,342 | $8,297-23.6% | $7,994-20.7% | $6,507-2.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |