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 | $32,691 | $102,317-68.0% | $146,958-77.8% | $80,856-59.6% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 10.73% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,719 | $3,713-53.7% | $4,933-65.1% | $2,755-37.6% |
| Participant deferral / active EE | $2,887 | $6,644-56.5% | $8,070-64.2% | $4,296-32.8% |
| Admin fee / account holder | $177 | $7,941-97.8% | $12,998-98.6% | $6,918-97.4% |