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 3-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 | $22,204 | $117,983-81.2% | $101,794-78.2% | $142,382-84.4% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 7.75% | 36.92%-29.2pp | 30.53%-22.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,678 | $2,773-39.5% | $2,289-26.7% | $4,299-61.0% |
| Participant deferral / active EE | $5,764 | $4,714+22.3% | $4,084+41.1% | $6,507-11.4% |
| Admin fee / account holder | $231 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |