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 | $35,892 | $85,202-57.9% | $172,739-79.2% | $72,985-50.8% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 11.43% | 27.32%-15.9pp | 802.84%-791.4pp | 81.00%-69.6pp |
| Employer contribution / active EE | $2,098 | $3,324-36.9% | $5,143-59.2% | $2,440-14.0% |
| Participant deferral / active EE | $1,909 | $3,260-41.5% | $5,198-63.3% | $3,607-47.1% |
| Admin fee / account holder | $279 | $5,884-95.3% | $13,954-98.0% | $5,124-94.6% |