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 | $67,592 | $124,319-45.6% | $111,297-39.3% | $167,490-59.6% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 7.51% | 37.44%-29.9pp | 54.65%-47.1pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,631 | $3,435-52.5% | $2,731-40.3% | $4,837-66.3% |
| Participant deferral / active EE | $5,348 | $5,180+3.2% | $4,487+19.2% | $6,341-15.7% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |