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 | $46,692 | $175,202-73.3% | $149,673-68.8% | $139,434-66.5% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 9.91% | 166.71%-156.8pp | 134.42%-124.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,380 | $5,474-74.8% | $4,818-71.3% | $4,751-70.9% |
| Participant deferral / active EE | $2,680 | $6,519-58.9% | $5,680-52.8% | $6,710-60.1% |
| Admin fee / account holder | $72 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |