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 | $23,713 | $48,795-51.4% | $65,493-63.8% | $84,808-72.0% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.9pp |
| Annual return | 8.44% | 20.20%-11.8pp | 982.45%-974.0pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,585 | $1,930+85.8% | $2,574+39.3% | $2,631+36.3% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $104 | $3,877-97.3% | $5,028-97.9% | $7,344-98.6% |