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 5-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 | $43,984 | $179,726-75.5% | $156,263-71.9% | $142,382-69.1% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.9%-6.7pp | 80.1%-7.9pp |
| Annual return | 1.89% | 77.86%-76.0pp | 59.47%-57.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $2,483 | $5,069-51.0% | $4,333-42.7% | $4,299-42.2% |
| Participant deferral / active EE | $5,973 | $6,956-14.1% | $6,158-3.0% | $6,507-8.2% |
| Admin fee / account holder | $246 | $17,272-98.6% | $14,255-98.3% | $12,624-98.0% |