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 | $31,221 | $111,754-72.1% | $103,333-69.8% | $145,922-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 24.77%-17.1pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $5,074 | $4,212+20.5% | $3,868+31.2% | $4,660+8.9% |
| Participant deferral / active EE | $2,323 | $5,619-58.7% | $5,057-54.1% | $6,688-65.3% |
| Admin fee / account holder | $275 | $9,750-97.2% | $8,355-96.7% | $13,397-97.9% |