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 | $173,529 | $127,065+36.6% | $113,168+53.3% | $142,382+21.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.07% | 24.03%-19.0pp | 24.27%-19.2pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,834 | $3,442-46.7% | $2,975-38.4% | $4,299-57.3% |
| Participant deferral / active EE | $2,120 | $5,716-62.9% | $5,107-58.5% | $6,507-67.4% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |