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 | $120,432 | $153,772-21.7% | $133,980-10.1% | $273,961-56.0% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | -6.80% | 36.51%-43.3pp | 29.30%-36.1pp | 41.45%-48.3pp |
| Employer contribution / active EE | $1,875 | $6,029-68.9% | $5,211-64.0% | $4,869-61.5% |
| Participant deferral / active EE | $3,936 | $6,958-43.4% | $6,282-37.3% | $5,287-25.5% |
| Admin fee / account holder | $4 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |