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 | $26,612 | $112,881-76.4% | $90,951-70.7% | $158,922-83.3% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 2.12% | 215.79%-213.7pp | 134.60%-132.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $2,690 | $2,893-7.0% | $2,122+26.8% | $4,761-43.5% |
| Participant deferral / active EE | $2,167 | $4,128-47.5% | $3,373-35.8% | $5,982-63.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |