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 | $100,970-7.5% | $96,576-3.3% | $137,256-31.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 8.45% | 38.16%-29.7pp | 38.47%-30.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,287 | $3,809-66.2% | $3,553-63.8% | $4,156-69.0% |
| Participant deferral / active EE | $6,342 | $8,286-23.5% | $7,956-20.3% | $6,407-1.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |