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 | $41,520 | $54,762-24.2% | $90,281-54.0% | $72,985-43.1% |
| Participation rate | 98.0% | 65.1%+32.9pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 9.51% | 30.63%-21.1pp | 78.10%-68.6pp | 81.00%-71.5pp |
| Employer contribution / active EE | $4,572 | $2,092+118.5% | $2,854+60.2% | $2,440+87.4% |
| Participant deferral / active EE | $2,650 | $2,887-8.2% | $3,885-31.8% | $3,607-26.5% |
| Admin fee / account holder | $168 | $3,972-95.8% | $5,351-96.9% | $5,124-96.7% |