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 | $35,679 | $111,814-68.1% | $103,374-65.5% | $145,959-75.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 4.88% | 24.77%-19.9pp | 24.89%-20.0pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,823 | $4,214-56.7% | $3,869-52.9% | $4,661-60.9% |
| Participant deferral / active EE | $4,929 | $5,618-12.3% | $5,058-2.5% | $6,689-26.3% |
| Admin fee / account holder | $1 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |