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 | $12,863 | $106,515-87.9% | $96,683-86.7% | $139,434-90.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 7.86% | 38.43%-30.6pp | 35.69%-27.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,364 | $4,103-66.8% | $3,737-63.5% | $4,751-71.3% |
| Participant deferral / active EE | $2,740 | $5,454-49.8% | $4,878-43.8% | $6,710-59.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |