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 | $33,887 | $111,754-69.7% | $103,333-67.2% | $145,922-76.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 6.15% | 24.77%-18.6pp | 24.88%-18.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,933 | $4,212-54.1% | $3,868-50.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,384 | $5,619-22.0% | $5,057-13.3% | $6,688-34.4% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |