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 | $36,489 | $198,466-81.6% | $170,442-78.6% | $147,584-75.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 5.13% | 257.29%-252.2pp | 205.93%-200.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,343 | $6,184-78.3% | $5,433-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $4,993 | $5,629-11.3% | $4,939+1.1% | $5,439-8.2% |
| Admin fee / account holder | $119 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |