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 | $141,792 | $153,772-7.8% | $133,980+5.8% | $273,961-48.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | -0.08% | 36.51%-36.6pp | 29.30%-29.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,057 | $6,029-49.3% | $5,211-41.3% | $4,869-37.2% |
| Participant deferral / active EE | $10,441 | $6,958+50.0% | $6,282+66.2% | $5,287+97.5% |
| Admin fee / account holder | $105 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |