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 | $21,998 | $95,416-76.9% | $185,823-88.2% | $85,850-74.4% |
| Participation rate | 80.6% | 68.8%+11.9pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 9.27% | 23.59%-14.3pp | 122.05%-112.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,002 | $3,314-69.7% | $5,167-80.6% | $2,565-60.9% |
| Participant deferral / active EE | $2,280 | $3,423-33.4% | $5,568-59.0% | $3,952-42.3% |
| Admin fee / account holder | $288 | $7,213-96.0% | $16,237-98.2% | $6,260-95.4% |