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 | $65,779 | $101,069-34.9% | $81,478-19.3% | $147,584-55.4% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 4.20% | 32.40%-28.2pp | 38.78%-34.6pp | 578.55%-574.3pp |
| Employer contribution / active EE | $1,443 | $3,205-55.0% | $2,568-43.8% | $4,876-70.4% |
| Participant deferral / active EE | $4,899 | $4,242+15.5% | $3,537+38.5% | $5,439-9.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |