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 | $26,627 | $76,552-65.2% | $123,892-78.5% | $62,891-57.7% |
| Participation rate | 95.9% | 73.0%+22.9pp | 81.4%+14.5pp | 69.3%+26.6pp |
| Annual return | 3.41% | 18.68%-15.3pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $646 | $2,883-77.6% | $4,617-86.0% | $2,281-71.7% |
| Participant deferral / active EE | $2,872 | $4,840-40.7% | $5,984-52.0% | $3,203-10.3% |
| Admin fee / account holder | $280 | $4,826-94.2% | $8,357-96.6% | $4,296-93.5% |