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 5-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 | $49,072 | $102,317-52.0% | $146,958-66.6% | $80,856-39.3% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 11.65% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,354 | $3,713-36.6% | $4,933-52.3% | $2,755-14.5% |
| Participant deferral / active EE | $5,708 | $6,644-14.1% | $8,070-29.3% | $4,296+32.9% |
| Admin fee / account holder | $250 | $7,941-96.9% | $12,998-98.1% | $6,918-96.4% |