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 | $52,935 | $99,079-46.6% | $77,999-32.1% | $273,961-80.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.5%+6.8pp | 83.0%-0.7pp |
| Annual return | 0.89% | 217.93%-217.0pp | 425.96%-425.1pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,710 | $3,308-48.3% | $2,470-30.8% | $4,869-64.9% |
| Participant deferral / active EE | $3,421 | $4,306-20.6% | $3,497-2.2% | $5,287-35.3% |
| Admin fee / account holder | $285 | $8,954-96.8% | $5,480-94.8% | $10,132-97.2% |