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 | $46,191 | $89,355-48.3% | $141,162-67.3% | $72,985-36.7% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 16.12% | 111.85%-95.7pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,075 | $3,114-33.4% | $4,735-56.2% | $2,440-15.0% |
| Participant deferral / active EE | $4,961 | $5,418-8.4% | $6,709-26.1% | $3,607+37.5% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |