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 | $23,593 | $54,705-56.9% | $71,209-66.9% | $84,808-72.2% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.8%-3.8pp | 68.3%+1.7pp |
| Annual return | 13.23% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,600 | $3,030-47.2% | $4,175-61.7% | $4,212-62.0% |
| Admin fee / account holder | $213 | $4,863-95.6% | $5,349-96.0% | $7,344-97.1% |