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 | $39,878 | $149,734-73.4% | $118,925-66.5% | $158,922-74.9% |
| Participation rate | 94.4% | 82.1%+12.4pp | 75.4%+19.1pp | 82.0%+12.5pp |
| Annual return | 2.94% | 19.95%-17.0pp | 35.88%-32.9pp | 302.83%-299.9pp |
| Employer contribution / active EE | $4,590 | $4,115+11.5% | $3,263+40.7% | $4,761-3.6% |
| Participant deferral / active EE | $2,789 | $5,223-46.6% | $4,265-34.6% | $5,982-53.4% |
| Admin fee / account holder | $41 | $8,603-99.5% | $6,581-99.4% | $11,246-99.6% |