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 | $27,935 | $39,122-28.6% | $57,179-51.1% | $62,891-55.6% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 0.87% | 9.23%-8.4pp | 14.59%-13.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $5,269 | $1,874+181.1% | $2,682+96.4% | $2,281+131.0% |
| Participant deferral / active EE | $4,263 | $2,374+79.6% | $3,096+37.7% | $3,203+33.1% |
| Admin fee / account holder | $165 | $2,592-93.6% | $3,139-94.8% | $4,296-96.2% |