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 | $20,087 | $52,580-61.8% | $71,671-72.0% | $70,131-71.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 10.85% | 20.25%-9.4pp | 20.65%-9.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $2,817 | $1,616+74.3% | $2,460+14.5% | $2,342+20.2% |
| Participant deferral / active EE | $1,004 | $2,386-57.9% | $3,438-70.8% | $3,332-69.9% |
| Admin fee / account holder | $95 | $3,653-97.4% | $5,558-98.3% | $4,645-98.0% |