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 5-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 | $24,887 | $59,101-57.9% | $77,163-67.7% | $75,163-66.9% |
| Participation rate | 88.2% | 63.9%+24.4pp | 69.6%+18.7pp | 67.2%+21.0pp |
| Annual return | 9.80% | 26.71%-16.9pp | 37.87%-28.1pp | 160.62%-150.8pp |
| Employer contribution / active EE | $9,206 | $1,995+361.4% | $2,535+263.2% | $2,670+244.8% |
| Participant deferral / active EE | $1,945 | $2,999-35.2% | $3,833-49.3% | $4,125-52.9% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |