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 | $91,959 | $105,859-13.1% | $90,160+2.0% | $147,584-37.7% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 9.88% | 37.63%-27.7pp | 34.88%-25.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,847 | $4,126-55.2% | $3,318-44.3% | $4,876-62.1% |
| Participant deferral / active EE | $2,235 | $5,733-61.0% | $5,288-57.7% | $5,439-58.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |