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 | $50,083 | $153,772-67.4% | $133,980-62.6% | $273,961-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.13% | 36.51%-36.4pp | 29.30%-29.2pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,927 | $6,029-51.5% | $5,211-43.8% | $4,869-39.9% |
| Participant deferral / active EE | $10,905 | $6,958+56.7% | $6,282+73.6% | $5,287+106.2% |
| Admin fee / account holder | $45 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |