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 | $42,666 | $53,127-19.7% | $86,590-50.7% | $70,131-39.2% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 11.42% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,101 | $2,696-22.1% | $3,609-41.8% | $3,332-36.9% |
| Admin fee / account holder | $249 | $3,585-93.1% | $4,906-94.9% | $4,645-94.6% |