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 | $50,737 | $135,952-62.7% | $123,892-59.0% | $273,961-81.5% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 0.28% | 56.63%-56.3pp | 47.52%-47.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $944 | $5,170-81.7% | $4,617-79.6% | $4,869-80.6% |
| Participant deferral / active EE | $5,797 | $6,343-8.6% | $5,984-3.1% | $5,287+9.7% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |