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 | $127,065-71.4% | $113,168-67.9% | $142,382-74.5% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 10.03% | 24.03%-14.0pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,775 | $3,442-48.4% | $2,975-40.3% | $4,299-58.7% |
| Participant deferral / active EE | $2,635 | $5,716-53.9% | $5,107-48.4% | $6,507-59.5% |
| Admin fee / account holder | $66 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |