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 | $89,665 | $109,881-18.4% | $150,045-40.2% | $84,808+5.7% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 11.92% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,964 | $3,561-16.8% | $4,693-36.8% | $2,631+12.6% |
| Participant deferral / active EE | $6,024 | $6,636-9.2% | $7,997-24.7% | $4,212+43.0% |
| Admin fee / account holder | $219 | $8,568-97.4% | $13,435-98.4% | $7,344-97.0% |