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 | $68,133 | $181,894-62.5% | $156,549-56.5% | $273,961-75.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 2.81% | 30.74%-27.9pp | 32.23%-29.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,748 | $6,248-72.0% | $5,501-68.2% | $4,869-64.1% |
| Participant deferral / active EE | $2,241 | $5,550-59.6% | $4,871-54.0% | $5,287-57.6% |
| Admin fee / account holder | $88 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |