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 | $20,959 | $80,717-74.0% | $154,803-86.5% | $84,808-75.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 11.42% | 37.96%-26.5pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $929 | $2,761-66.4% | $4,305-78.4% | $2,631-64.7% |
| Participant deferral / active EE | $2,756 | $3,303-16.6% | $5,540-50.3% | $4,212-34.6% |
| Admin fee / account holder | $166 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |