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 | $28,702 | $71,057-59.6% | $93,654-69.4% | $80,874-64.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.35% | 11.26%-2.9pp | 133.34%-125.0pp | 35.62%-27.3pp |
| Employer contribution / active EE | $1,149 | $1,564-26.5% | $2,421-52.5% | $2,756-58.3% |
| Participant deferral / active EE | $2,207 | $4,034-45.3% | $4,413-50.0% | $4,297-48.6% |
| Admin fee / account holder | $254 | $6,944-96.3% | $8,282-96.9% | $6,935-96.3% |