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 8-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 | $41,749 | $104,974-60.2% | $95,585-56.3% | $142,382-70.7% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 9.17% | 210.33%-201.2pp | 38.56%-29.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $586 | $2,779-78.9% | $2,527-76.8% | $4,299-86.4% |
| Participant deferral / active EE | $4,546 | $4,352+4.5% | $4,023+13.0% | $6,507-30.1% |
| Admin fee / account holder | $240 | $6,386-96.2% | $6,127-96.1% | $12,624-98.1% |