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 | $95,648 | $67,606+41.5% | $82,313+16.2% | $70,131+36.4% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 10.30% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,011 | $1,755+14.6% | $2,428-17.2% | $2,342-14.1% |
| Participant deferral / active EE | $3,675 | $2,987+23.0% | $3,706-0.8% | $3,332+10.3% |
| Admin fee / account holder | $291 | $4,512-93.6% | $5,608-94.8% | $4,645-93.7% |