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 4-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 | $37,473 | $159,901-76.6% | $146,958-74.5% | $145,922-74.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.42% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,332 | $5,286-74.8% | $4,933-73.0% | $4,660-71.4% |
| Participant deferral / active EE | $2,712 | $8,428-67.8% | $8,070-66.4% | $6,688-59.4% |
| Admin fee / account holder | $38 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |