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 | $27,370 | $63,346-56.8% | $92,233-70.3% | $70,131-61.0% |
| Participation rate | 89.7% | 68.7%+21.1pp | 76.5%+13.3pp | 69.5%+20.2pp |
| Annual return | 11.37% | 530.12%-518.7pp | 176.28%-164.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,597 | $2,471-35.4% | $3,679-56.6% | $2,342-31.8% |
| Participant deferral / active EE | $1,179 | $2,854-58.7% | $3,897-69.7% | $3,332-64.6% |
| Admin fee / account holder | $107 | $3,840-97.2% | $5,194-97.9% | $4,645-97.7% |