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 | $43,523 | $72,277-39.8% | $101,248-57.0% | $79,858-45.5% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 6.83% | 22.30%-15.5pp | 46.47%-39.6pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,110 | $2,692-58.8% | $3,660-69.7% | $2,471-55.1% |
| Participant deferral / active EE | $1,470 | $3,282-55.2% | $4,370-66.4% | $3,740-60.7% |
| Admin fee / account holder | $219 | $4,400-95.0% | $5,945-96.3% | $5,306-95.9% |