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 | $48,034 | $124,281-61.4% | $109,143-56.0% | $167,490-71.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 2.41% | 26.04%-23.6pp | 25.75%-23.3pp | 478.56%-476.1pp |
| Employer contribution / active EE | $1,932 | $4,207-54.1% | $3,722-48.1% | $4,837-60.1% |
| Participant deferral / active EE | $4,897 | $5,255-6.8% | $4,653+5.2% | $6,341-22.8% |
| Admin fee / account holder | $86 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |