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 | $46,138 | $53,127-13.2% | $86,590-46.7% | $70,131-34.2% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 9.43% | 27.66%-18.2pp | 964.84%-955.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $2,841 | $2,068+37.4% | $2,839+0.1% | $2,342+21.3% |
| Participant deferral / active EE | $3,671 | $2,696+36.2% | $3,609+1.7% | $3,332+10.2% |
| Admin fee / account holder | $70 | $3,585-98.1% | $4,906-98.6% | $4,645-98.5% |