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 | $86,624 | $90,503-4.3% | $78,689+10.1% | $273,961-68.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 1.26% | 75.60%-74.3pp | 62.18%-60.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $282 | $3,176-91.1% | $2,851-90.1% | $4,869-94.2% |
| Participant deferral / active EE | $559 | $3,901-85.7% | $3,517-84.1% | $5,287-89.4% |
| Admin fee / account holder | $85 | $5,263-98.4% | $4,510-98.1% | $10,132-99.2% |