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 | $87,488 | $81,460+7.4% | $103,333-15.3% | $80,856+8.2% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 10.01% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,849 | $3,105-40.4% | $3,868-52.2% | $2,755-32.9% |
| Participant deferral / active EE | $3,797 | $3,869-1.8% | $5,057-24.9% | $4,296-11.6% |
| Admin fee / account holder | $167 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |