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 | $32,793 | $56,897-42.4% | $84,750-61.3% | $62,891-47.9% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 3.75% | 6.30%-2.6pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,625 | $2,400-32.3% | $3,574-54.5% | $2,281-28.7% |
| Participant deferral / active EE | $2,262 | $2,709-16.5% | $3,712-39.0% | $3,203-29.4% |
| Admin fee / account holder | $214 | $3,581-94.0% | $5,332-96.0% | $4,296-95.0% |