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 | $186,798 | $123,793+50.9% | $177,821+5.0% | $79,858+133.9% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 5.49% | 22.82%-17.3pp | 48.32%-42.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $4,838 | $4,095+18.1% | $5,918-18.3% | $2,471+95.8% |
| Participant deferral / active EE | $9,485 | $5,956+59.2% | $7,714+23.0% | $3,740+153.6% |
| Admin fee / account holder | $113 | $7,243-98.4% | $12,427-99.1% | $5,306-97.9% |