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 4-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 | $30,897 | $109,881-71.9% | $150,045-79.4% | $84,808-63.6% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 8.93% | 28.25%-19.3pp | 62.55%-53.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,870 | $3,561-47.5% | $4,693-60.2% | $2,631-28.9% |
| Participant deferral / active EE | $2,871 | $6,636-56.7% | $7,997-64.1% | $4,212-31.8% |
| Admin fee / account holder | $283 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |