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 | $24,616 | $85,202-71.1% | $172,739-85.7% | $72,985-66.3% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 1.58% | 27.32%-25.7pp | 802.84%-801.3pp | 81.00%-79.4pp |
| Employer contribution / active EE | $4,642 | $3,324+39.6% | $5,143-9.7% | $2,440+90.3% |
| Participant deferral / active EE | $3,828 | $3,260+17.4% | $5,198-26.3% | $3,607+6.1% |
| Admin fee / account holder | $58 | $5,884-99.0% | $13,954-99.6% | $5,124-98.9% |