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 | $104,864 | $110,261-4.9% | $95,745+9.5% | $139,434-24.8% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 7.42% | 27.11%-19.7pp | 28.35%-20.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,594 | $3,257-51.1% | $2,835-43.8% | $4,751-66.5% |
| Participant deferral / active EE | $1,911 | $4,676-59.1% | $4,245-55.0% | $6,710-71.5% |
| Admin fee / account holder | $139 | $6,613-97.9% | $5,678-97.5% | $11,403-98.8% |