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 | $82,252 | $65,685+25.2% | $57,179+43.9% | $273,961-70.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.45% | 21.99%-22.4pp | 14.59%-15.0pp | 41.45%-41.9pp |
| Employer contribution / active EE | $7,318 | $3,279+123.2% | $2,682+172.8% | $4,869+50.3% |
| Participant deferral / active EE | $2,583 | $3,782-31.7% | $3,096-16.6% | $5,287-51.1% |
| Admin fee / account holder | $162 | $4,835-96.7% | $3,139-94.8% | $10,132-98.4% |