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 | $35,524 | $67,606-47.5% | $82,313-56.8% | $70,131-49.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 5.55% | 21.57%-16.0pp | 25.88%-20.3pp | 73.14%-67.6pp |
| Employer contribution / active EE | $812 | $1,755-53.7% | $2,428-66.6% | $2,342-65.3% |
| Participant deferral / active EE | $2,553 | $2,987-14.5% | $3,706-31.1% | $3,332-23.4% |
| Admin fee / account holder | $232 | $4,512-94.9% | $5,608-95.9% | $4,645-95.0% |