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 | $24,944 | $39,019-36.1% | $80,716-69.1% | $85,850-70.9% |
| Participation rate | 81.5% | 41.5%+39.9pp | 54.2%+27.3pp | 69.3%+12.2pp |
| Annual return | 8.99% | 26.27%-17.3pp | 87.28%-78.3pp | 318.53%-309.5pp |
| Employer contribution / active EE | $646 | $722-10.6% | $1,160-44.4% | $2,565-74.8% |
| Participant deferral / active EE | $2,739 | $1,326+106.6% | $2,146+27.7% | $3,952-30.7% |
| Admin fee / account holder | $169 | $2,431-93.0% | $3,380-95.0% | $6,260-97.3% |