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 | $13,822 | $60,124-77.0% | $90,404-84.7% | $79,858-82.7% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 6.51% | 71.94%-65.4pp | 1293.02%-1286.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $2,562 | $2,068+23.9% | $3,262-21.5% | $2,471+3.7% |
| Participant deferral / active EE | $3,737 | $2,938+27.2% | $3,963-5.7% | $3,740-0.1% |
| Admin fee / account holder | $217 | $3,976-94.5% | $5,611-96.1% | $5,306-95.9% |