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 | $167,688 | $136,307+23.0% | $106,619+57.3% | $273,961-38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.69% | 11.05%-10.4pp | 9.42%-8.7pp | 41.45%-40.8pp |
| Employer contribution / active EE | $5,281 | $5,190+1.8% | $3,947+33.8% | $4,869+8.5% |
| Participant deferral / active EE | $9,395 | $4,969+89.0% | $3,930+139.0% | $5,287+77.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |