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 | $40,971 | $85,766-52.2% | $136,294-69.9% | $70,131-41.6% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 14.21% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,506 | $2,966-49.2% | $4,695-67.9% | $2,342-35.7% |
| Participant deferral / active EE | $2,258 | $5,051-55.3% | $6,247-63.9% | $3,332-32.2% |
| Admin fee / account holder | $223 | $5,420-95.9% | $9,243-97.6% | $4,645-95.2% |