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 | $41,598 | $49,025-15.1% | $87,507-52.5% | $62,891-33.9% |
| Participation rate | 94.1% | 64.9%+29.2pp | 73.8%+20.3pp | 69.3%+24.8pp |
| Annual return | 2.25% | 10.02%-7.8pp | 12.21%-10.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $9,500 | $1,372+592.5% | $2,550+272.6% | $2,281+316.5% |
| Participant deferral / active EE | $7,822 | $2,289+241.7% | $3,149+148.4% | $3,203+144.2% |
| Admin fee / account holder | $6 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |