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 | $54,119 | $84,233-35.8% | $170,442-68.2% | $70,131-22.8% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 7.57% | 23.06%-15.5pp | 205.93%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,435 | $3,387-57.6% | $5,433-73.6% | $2,342-38.8% |
| Participant deferral / active EE | $3,196 | $3,086+3.6% | $4,939-35.3% | $3,332-4.1% |
| Admin fee / account holder | $184 | $5,698-96.8% | $13,880-98.7% | $4,645-96.0% |