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 | $29,455 | $88,583-66.7% | $88,497-66.7% | $273,961-89.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.4%+7.6pp | 83.0%+7.0pp |
| Annual return | 1.46% | 5.68%-4.2pp | 7.63%-6.2pp | 41.45%-40.0pp |
| Employer contribution / active EE | $9,252 | $4,502+105.5% | $4,036+129.2% | $4,869+90.0% |
| Participant deferral / active EE | $4,433 | $4,891-9.4% | $4,899-9.5% | $5,287-16.2% |
| Admin fee / account holder | $121 | $8,980-98.7% | $6,220-98.1% | $10,132-98.8% |