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 | $92,992 | $49,280+88.7% | $67,313+38.1% | $64,186+44.9% |
| Participation rate | 80.6% | 60.8%+19.9pp | 69.1%+11.6pp | 69.6%+11.1pp |
| Annual return | -8.74% | -1.39%-7.3pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,902 | $1,668+14.0% | $2,566-25.9% | $2,381-20.1% |
| Participant deferral / active EE | $3,933 | $2,484+58.3% | $3,568+10.2% | $3,470+13.4% |
| Admin fee / account holder | $57 | $3,863-98.5% | $4,507-98.7% | $4,888-98.8% |