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 | $64,773 | $84,233-23.1% | $170,442-62.0% | $70,131-7.6% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 7.75% | 23.06%-15.3pp | 205.93%-198.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $572 | $3,387-83.1% | $5,433-89.5% | $2,342-75.6% |
| Participant deferral / active EE | $1,768 | $3,086-42.7% | $4,939-64.2% | $3,332-46.9% |
| Admin fee / account holder | $40 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |