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 | $18,677 | $99,341-81.2% | $84,750-78.0% | $273,961-93.2% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | -1.26% | 22.93%-24.2pp | 22.78%-24.0pp | 41.45%-42.7pp |
| Employer contribution / active EE | $1,474 | $4,214-65.0% | $3,574-58.8% | $4,869-69.7% |
| Participant deferral / active EE | $1,870 | $4,269-56.2% | $3,712-49.6% | $5,287-64.6% |
| Admin fee / account holder | $52 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |