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 | $25,887 | $58,208-55.5% | $81,812-68.4% | $80,856-68.0% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 8.81% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $912 | $2,340-61.0% | $2,912-68.7% | $2,755-66.9% |
| Participant deferral / active EE | $2,722 | $3,281-17.0% | $4,319-37.0% | $4,296-36.6% |
| Admin fee / account holder | $13 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |