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 | $22,649 | $107,334-78.9% | $92,893-75.6% | $152,861-85.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 8.08% | 145.58%-137.5pp | 109.41%-101.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $1,498 | $4,221-64.5% | $3,653-59.0% | $4,762-68.5% |
| Participant deferral / active EE | $2,535 | $4,845-47.7% | $4,236-40.2% | $5,850-56.7% |
| Admin fee / account holder | $152 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |