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 | $24,554 | $65,365-62.4% | $92,893-73.6% | $72,985-66.4% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 10.97% | 42.10%-31.1pp | 109.41%-98.4pp | 81.00%-70.0pp |
| Employer contribution / active EE | $5,298 | $2,594+104.2% | $3,653+45.0% | $2,440+117.1% |
| Participant deferral / active EE | $3,096 | $3,128-1.0% | $4,236-26.9% | $3,607-14.2% |
| Admin fee / account holder | $271 | $4,251-93.6% | $5,794-95.3% | $5,124-94.7% |