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 | $67,217 | $96,484-30.3% | $75,886-11.4% | $152,861-56.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 5.37% | 33.98%-28.6pp | 30.76%-25.4pp | 345.32%-339.9pp |
| Employer contribution / active EE | $1,614 | $3,309-51.2% | $2,500-35.4% | $4,762-66.1% |
| Participant deferral / active EE | $3,354 | $4,553-26.3% | $3,603-6.9% | $5,850-42.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |