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 | $92,433 | $83,477+10.7% | $125,175-26.2% | $72,985+26.6% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.5%+11.9pp |
| Annual return | 4.75% | 25.78%-21.0pp | 43.79%-39.0pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,233 | $2,345-4.8% | $3,865-42.2% | $2,440-8.5% |
| Participant deferral / active EE | $4,807 | $3,585+34.1% | $4,937-2.6% | $3,607+33.3% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |