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 | $83,747 | $86,929-3.7% | $102,423-18.2% | $80,856+3.6% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 10.04% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,387 | $2,369+42.9% | $3,023+12.0% | $2,755+22.9% |
| Participant deferral / active EE | $3,835 | $4,118-6.9% | $5,053-24.1% | $4,296-10.7% |
| Admin fee / account holder | $138 | $8,049-98.3% | $9,451-98.5% | $6,918-98.0% |