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 | $7,238 | $54,705-86.8% | $71,209-89.8% | $84,808-91.5% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 13.04% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $815 | $2,158-62.3% | $2,721-70.1% | $2,631-69.0% |
| Participant deferral / active EE | $771 | $3,030-74.6% | $4,175-81.5% | $4,212-81.7% |
| Admin fee / account holder | $172 | $4,863-96.5% | $5,349-96.8% | $7,344-97.7% |