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 9-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 | $16,731 | $106,515-84.3% | $96,683-82.7% | $139,434-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.04% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $3,225 | $4,103-21.4% | $3,737-13.7% | $4,751-32.1% |
| Participant deferral / active EE | $4,014 | $5,454-26.4% | $4,878-17.7% | $6,710-40.2% |
| Admin fee / account holder | $104 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |