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 | $32,759 | $93,571-65.0% | $135,903-75.9% | $75,163-56.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.53% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,214 | $3,537-65.7% | $4,856-75.0% | $2,670-54.5% |
| Participant deferral / active EE | $3,340 | $6,404-47.8% | $7,758-56.9% | $4,125-19.0% |
| Admin fee / account holder | $295 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |