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 7-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 | $68,817 | $78,705-12.6% | $117,854-41.6% | $70,131-1.9% |
| Participation rate | 88.5% | 73.2%+15.3pp | 79.7%+8.8pp | 69.5%+18.9pp |
| Annual return | 12.21% | 23.30%-11.1pp | 335.08%-322.9pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,944 | $2,223-12.6% | $3,786-48.7% | $2,342-17.0% |
| Participant deferral / active EE | $3,741 | $3,297+13.4% | $4,482-16.5% | $3,332+12.3% |
| Admin fee / account holder | $65 | $5,065-98.7% | $8,020-99.2% | $4,645-98.6% |