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 | $30,989 | $85,202-63.6% | $172,739-82.1% | $72,985-57.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 15.20% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $3,367 | $3,324+1.3% | $5,143-34.5% | $2,440+38.0% |
| Participant deferral / active EE | $3,957 | $3,260+21.4% | $5,198-23.9% | $3,607+9.7% |
| Admin fee / account holder | $61 | $5,884-99.0% | $13,954-99.6% | $5,124-98.8% |