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 | $29,936 | $99,341-69.9% | $84,750-64.7% | $273,961-89.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 1.27% | 22.93%-21.7pp | 22.78%-21.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,983 | $4,214-52.9% | $3,574-44.5% | $4,869-59.3% |
| Participant deferral / active EE | $5,742 | $4,269+34.5% | $3,712+54.7% | $5,287+8.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |