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 | $103,487 | $103,376+0.1% | $87,100+18.8% | $152,861-32.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 3.91% | 28.10%-24.2pp | 28.19%-24.3pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,754 | $3,220-45.5% | $2,521-30.4% | $4,762-63.2% |
| Participant deferral / active EE | $3,613 | $4,778-24.4% | $4,049-10.8% | $5,850-38.2% |
| Admin fee / account holder | $186 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |