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 | $52,126 | $78,422-33.5% | $95,952-45.7% | $79,858-34.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.41% | 19.37%-11.0pp | 91.61%-83.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,912 | $1,945-1.7% | $2,541-24.7% | $2,471-22.6% |
| Participant deferral / active EE | $4,731 | $3,440+37.5% | $4,167+13.5% | $3,740+26.5% |
| Admin fee / account holder | $186 | $5,622-96.7% | $6,795-97.3% | $5,306-96.5% |