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 | $70,475 | $94,338-25.3% | $100,534-29.9% | $142,382-50.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 5.04% | 29.20%-24.2pp | 32.66%-27.6pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,532 | $4,237-63.8% | $4,346-64.8% | $4,299-64.4% |
| Participant deferral / active EE | $4,868 | $5,934-18.0% | $6,144-20.8% | $6,507-25.2% |
| Admin fee / account holder | $43 | $8,421-99.5% | $7,654-99.4% | $12,624-99.7% |