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 | $65,702 | $110,261-40.4% | $95,745-31.4% | $139,434-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.60% | 27.11%-24.5pp | 28.35%-25.8pp | 372.94%-370.3pp |
| Employer contribution / active EE | $834 | $3,257-74.4% | $2,835-70.6% | $4,751-82.5% |
| Participant deferral / active EE | $1,515 | $4,676-67.6% | $4,245-64.3% | $6,710-77.4% |
| Admin fee / account holder | $144 | $6,613-97.8% | $5,678-97.5% | $11,403-98.7% |