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 3-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 | $36,297 | $124,425-70.8% | $112,040-67.6% | $137,256-73.6% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 10.03% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,775 | $3,411-48.0% | $2,954-39.9% | $4,156-57.3% |
| Participant deferral / active EE | $2,635 | $5,718-53.9% | $5,098-48.3% | $6,407-58.9% |
| Admin fee / account holder | $66 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |