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 | $32,715 | $77,419-57.7% | $69,455-52.9% | $152,861-78.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.39% | 39.06%-37.7pp | 28.97%-27.6pp | 345.32%-343.9pp |
| Employer contribution / active EE | $806 | $3,315-75.7% | $2,779-71.0% | $4,762-83.1% |
| Participant deferral / active EE | $2,566 | $4,414-41.9% | $3,535-27.4% | $5,850-56.1% |
| Admin fee / account holder | $275 | $6,207-95.6% | $3,839-92.8% | $11,596-97.6% |