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 7-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 | $31,325 | $124,319-74.8% | $111,297-71.9% | $167,490-81.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 1.94% | 37.44%-35.5pp | 54.65%-52.7pp | 478.56%-476.6pp |
| Employer contribution / active EE | $959 | $3,435-72.1% | $2,731-64.9% | $4,837-80.2% |
| Participant deferral / active EE | $2,764 | $5,180-46.6% | $4,487-38.4% | $6,341-56.4% |
| Admin fee / account holder | $153 | $10,618-98.6% | $7,964-98.1% | $12,309-98.8% |