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 | $42,995 | $77,634-44.6% | $156,549-72.5% | $62,891-31.6% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | -0.14% | 50.32%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,602 | $3,444-53.5% | $5,501-70.9% | $2,281-29.8% |
| Participant deferral / active EE | $3,070 | $3,045+0.8% | $4,871-37.0% | $3,203-4.2% |
| Admin fee / account holder | $215 | $5,561-96.1% | $13,027-98.4% | $4,296-95.0% |