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 | $104,214 | $181,894-42.7% | $156,549-33.4% | $273,961-62.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 1.72% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,633 | $6,248-73.9% | $5,501-70.3% | $4,869-66.5% |
| Participant deferral / active EE | $3,795 | $5,550-31.6% | $4,871-22.1% | $5,287-28.2% |
| Admin fee / account holder | $92 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |