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 | $122,452 | $159,602-23.3% | $150,045-18.4% | $142,382-14.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 12.31% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,404 | $4,961-71.7% | $4,693-70.1% | $4,299-67.3% |
| Participant deferral / active EE | $2,861 | $8,310-65.6% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |