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 | $43,602 | $104,251-58.2% | $91,001-52.1% | $147,584-70.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 6.16% | 27.06%-20.9pp | 4.60%+1.6pp | 578.55%-572.4pp |
| Employer contribution / active EE | $1,240 | $3,116-60.2% | $2,456-49.5% | $4,876-74.6% |
| Participant deferral / active EE | $2,480 | $4,195-40.9% | $3,547-30.1% | $5,439-54.4% |
| Admin fee / account holder | $210 | $8,948-97.7% | $5,417-96.1% | $10,885-98.1% |