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 | $31,097 | $214,378-85.5% | $200,582-84.5% | $142,382-78.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 10.57% | 46.41%-35.8pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,645 | $6,841-46.7% | $6,419-43.2% | $4,299-15.2% |
| Participant deferral / active EE | $3,875 | $9,865-60.7% | $9,331-58.5% | $6,507-40.5% |
| Admin fee / account holder | $43 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |