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 | $66,428 | $72,492-8.4% | $87,100-23.7% | $72,985-9.0% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 12.91% | 24.46%-11.5pp | 28.19%-15.3pp | 81.00%-68.1pp |
| Employer contribution / active EE | $2,359 | $1,894+24.5% | $2,521-6.4% | $2,440-3.3% |
| Participant deferral / active EE | $2,516 | $3,270-23.0% | $4,049-37.8% | $3,607-30.2% |
| Admin fee / account holder | $297 | $5,055-94.1% | $7,497-96.0% | $5,124-94.2% |