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 | $44,484 | $99,341-55.2% | $84,750-47.5% | $273,961-83.8% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 1.68% | 22.93%-21.3pp | 22.78%-21.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,429 | $4,214-66.1% | $3,574-60.0% | $4,869-70.7% |
| Participant deferral / active EE | $1,591 | $4,269-62.7% | $3,712-57.1% | $5,287-69.9% |
| Admin fee / account holder | $47 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |