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 9-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 | $17,229 | $37,426-54.0% | $77,482-77.8% | $79,858-78.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 9.21% | 39.70%-30.5pp | 54.79%-45.6pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,970 | $637+366.5% | $986+201.1% | $2,471+20.2% |
| Participant deferral / active EE | $2,078 | $1,260+64.9% | $1,861+11.6% | $3,740-44.4% |
| Admin fee / account holder | $280 | $2,504-88.8% | $2,858-90.2% | $5,306-94.7% |