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 | $26,939 | $54,705-50.8% | $71,209-62.2% | $84,808-68.2% |
| Participation rate | 80.8% | 64.1%+16.7pp | 73.8%+7.0pp | 68.3%+12.5pp |
| Annual return | 11.58% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $937 | $2,158-56.6% | $2,721-65.6% | $2,631-64.4% |
| Participant deferral / active EE | $1,120 | $3,030-63.0% | $4,175-73.2% | $4,212-73.4% |
| Admin fee / account holder | $191 | $4,863-96.1% | $5,349-96.4% | $7,344-97.4% |