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 | $19,697 | $53,127-62.9% | $86,590-77.3% | $70,131-71.9% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.5%+20.8pp | 69.5%+24.8pp |
| Annual return | 7.78% | 27.66%-19.9pp | 964.84%-957.1pp | 73.14%-65.4pp |
| Employer contribution / active EE | $1,465 | $2,068-29.2% | $2,839-48.4% | $2,342-37.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $169 | $3,585-95.3% | $4,906-96.5% | $4,645-96.4% |