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 | $30,196 | $84,233-64.2% | $170,442-82.3% | $70,131-56.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.77% | 23.06%-16.3pp | 205.93%-199.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $2,001 | $3,387-40.9% | $5,433-63.2% | $2,342-14.6% |
| Participant deferral / active EE | $3,018 | $3,086-2.2% | $4,939-38.9% | $3,332-9.4% |
| Admin fee / account holder | -$1,469 | $5,698-125.8% | $13,880-110.6% | $4,645-131.6% |