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 | $29,554 | $76,407-61.3% | $150,298-80.3% | $82,448-64.2% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 9.30% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,260 | $2,614-51.8% | $4,154-69.7% | $2,551-50.6% |
| Participant deferral / active EE | $3,369 | $3,214+4.8% | $5,453-38.2% | $4,139-18.6% |
| Admin fee / account holder | $215 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |