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 | $43,759 | $98,750-55.7% | $149,696-70.8% | $79,858-45.2% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,803 | $3,216-44.0% | $4,644-61.2% | $2,471-27.0% |
| Participant deferral / active EE | $4,999 | $5,680-12.0% | $6,842-26.9% | $3,740+33.6% |
| Admin fee / account holder | $278 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |