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 9-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 | $34,367 | $60,892-43.6% | $82,389-58.3% | $84,808-59.5% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 7.84% | 37.29%-29.5pp | 28.67%-20.8pp | 40.90%-33.1pp |
| Employer contribution / active EE | $4,913 | $1,779+176.1% | $2,517+95.2% | $2,631+86.7% |
| Participant deferral / active EE | $1,715 | $3,179-46.0% | $4,155-58.7% | $4,212-59.3% |
| Admin fee / account holder | $118 | $5,467-97.8% | $7,231-98.4% | $7,344-98.4% |