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 9-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 | $74,662 | $124,319-39.9% | $111,297-32.9% | $167,490-55.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 7.79% | 37.44%-29.6pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,539 | $3,435-26.1% | $2,731-7.0% | $4,837-47.5% |
| Participant deferral / active EE | $3,971 | $5,180-23.3% | $4,487-11.5% | $6,341-37.4% |
| Admin fee / account holder | $246 | $10,618-97.7% | $7,964-96.9% | $12,309-98.0% |