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 | $25,705 | $176,056-85.4% | $159,436-83.9% | $167,490-84.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 1.55% | 331.75%-330.2pp | 263.57%-262.0pp | 478.56%-477.0pp |
| Employer contribution / active EE | $1,489 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $4,710 | $7,750-39.2% | $7,352-35.9% | $6,341-25.7% |
| Admin fee / account holder | $102 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |