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 | $54,844 | $102,966-46.7% | $90,281-39.3% | $152,861-64.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 5.25% | 95.16%-89.9pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,811 | $3,139-42.3% | $2,854-36.5% | $4,762-62.0% |
| Participant deferral / active EE | $3,806 | $4,281-11.1% | $3,885-2.0% | $5,850-34.9% |
| Admin fee / account holder | $200 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |