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 5-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 | $32,033 | $107,452-70.2% | $91,541-65.0% | $142,382-77.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 8.90% | 22.06%-13.2pp | 20.50%-11.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,127 | $2,994-62.4% | $2,505-55.0% | $4,299-73.8% |
| Participant deferral / active EE | $1,776 | $4,754-62.6% | $4,008-55.7% | $6,507-72.7% |
| Admin fee / account holder | $213 | $8,834-97.6% | $6,956-96.9% | $12,624-98.3% |