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 | $88,943 | $97,125-8.4% | $86,233+3.1% | $137,256-35.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 9.41% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,678 | $2,841-5.7% | $2,504+6.9% | $4,156-35.6% |
| Participant deferral / active EE | $7,259 | $5,180+40.2% | $4,559+59.2% | $6,407+13.3% |
| Admin fee / account holder | $87 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |