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 | $52,161 | $154,117-66.2% | $129,995-59.9% | $139,434-62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.01% | 32.48%-24.5pp | -137.18%+145.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,146 | $5,289-78.3% | $4,320-73.5% | $4,751-75.9% |
| Participant deferral / active EE | $3,669 | $6,710-45.3% | $5,820-37.0% | $6,710-45.3% |
| Admin fee / account holder | $275 | $14,007-98.0% | $10,614-97.4% | $11,403-97.6% |