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 | $43,819 | $176,812-75.2% | $146,665-70.1% | $167,490-73.8% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 8.51% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,642 | $5,160-68.2% | $4,136-60.3% | $4,837-66.1% |
| Participant deferral / active EE | $5,041 | $6,440-21.7% | $5,506-8.4% | $6,341-20.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |