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 7-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 | $7,307 | $96,635-92.4% | $86,612-91.6% | $139,434-94.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 7.44% | 106.41%-99.0pp | 591.07%-583.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $767 | $3,263-76.5% | $3,022-74.6% | $4,751-83.9% |
| Participant deferral / active EE | $1,992 | $4,836-58.8% | $4,438-55.1% | $6,710-70.3% |
| Admin fee / account holder | $86 | $6,408-98.7% | $5,614-98.5% | $11,403-99.2% |