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 | $128,837 | $63,355+103.4% | $91,989+40.1% | $72,985+76.5% |
| Participation rate | 84.0% | 72.5%+11.5pp | 78.6%+5.4pp | 69.5%+14.5pp |
| Annual return | 14.35% | 35.35%-21.0pp | 69.02%-54.7pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,217 | $2,116-42.5% | $3,452-64.7% | $2,440-50.1% |
| Participant deferral / active EE | $7,168 | $4,883+46.8% | $5,923+21.0% | $3,607+98.7% |
| Admin fee / account holder | $287 | $4,668-93.8% | $7,743-96.3% | $5,124-94.4% |