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 | $71,968 | $132,239-45.6% | $105,722-31.9% | $273,961-73.7% |
| Participation rate | 78.6% | 83.2%-4.6pp | 78.9%-0.3pp | 83.0%-4.4pp |
| Annual return | 1.33% | 10.07%-8.7pp | 12.25%-10.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,259 | $4,867-74.1% | $4,079-69.1% | $4,869-74.1% |
| Participant deferral / active EE | $3,097 | $6,233-50.3% | $5,326-41.8% | $5,287-41.4% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |