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 10-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 | $34,083 | $67,411-49.4% | $91,001-62.5% | $70,131-51.4% |
| Participation rate | 88.6% | 71.4%+17.3pp | 75.6%+13.0pp | 69.5%+19.1pp |
| Annual return | 11.55% | -40.16%+51.7pp | 4.60%+7.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,099 | $1,786-38.5% | $2,456-55.3% | $2,342-53.1% |
| Participant deferral / active EE | $2,020 | $2,823-28.4% | $3,547-43.1% | $3,332-39.4% |
| Admin fee / account holder | $179 | $4,236-95.8% | $5,417-96.7% | $4,645-96.2% |