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 | $73,381 | $142,405-48.5% | $115,157-36.3% | $152,861-52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 6.43% | 41.48%-35.0pp | 35.60%-29.2pp | 345.32%-338.9pp |
| Employer contribution / active EE | $2,740 | $4,010-31.7% | $3,179-13.8% | $4,762-42.5% |
| Participant deferral / active EE | $5,114 | $5,164-1.0% | $4,168+22.7% | $5,850-12.6% |
| Admin fee / account holder | $214 | $8,462-97.5% | $7,088-97.0% | $11,596-98.2% |