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 4-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 | $26,190 | $106,584-75.4% | $101,326-74.2% | $142,382-81.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 10.23% | 36.93%-26.7pp | 36.82%-26.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,098 | $3,956-47.0% | $3,665-42.8% | $4,299-51.2% |
| Participant deferral / active EE | $2,289 | $8,297-72.4% | $7,994-71.4% | $6,507-64.8% |
| Admin fee / account holder | $11 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |