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 | $71,106 | $72,277-1.6% | $101,248-29.8% | $79,858-11.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.72% | 22.30%-13.6pp | 46.47%-37.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,331 | $2,692-13.4% | $3,660-36.3% | $2,471-5.7% |
| Participant deferral / active EE | $2,015 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |