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 | $80,717-63.4% | $154,803-80.9% | $84,808-65.2% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 9.30% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,260 | $2,761-54.4% | $4,305-70.7% | $2,631-52.1% |
| Participant deferral / active EE | $3,369 | $3,303+2.0% | $5,540-39.2% | $4,212-20.0% |
| Admin fee / account holder | $215 | $6,746-96.8% | $14,329-98.5% | $7,344-97.1% |