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 | $34,770 | $63,346-45.1% | $92,233-62.3% | $70,131-50.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 11.72% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,869 | $2,471-24.4% | $3,679-49.2% | $2,342-20.2% |
| Participant deferral / active EE | $1,694 | $2,854-40.6% | $3,897-56.5% | $3,332-49.1% |
| Admin fee / account holder | $246 | $3,840-93.6% | $5,194-95.3% | $4,645-94.7% |