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 | $66,778 | $72,277-7.6% | $101,248-34.0% | $79,858-16.4% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 9.01% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,440 | $2,692+27.8% | $3,660-6.0% | $2,471+39.2% |
| Participant deferral / active EE | $4,043 | $3,282+23.2% | $4,370-7.5% | $3,740+8.1% |
| Admin fee / account holder | $231 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |