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 | $6,956 | $58,208-88.0% | $81,812-91.5% | $80,856-91.4% |
| Participation rate | 74.2% | 63.4%+10.8pp | 72.3%+1.9pp | 67.6%+6.6pp |
| Annual return | 8.87% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $462 | $2,340-80.3% | $2,912-84.1% | $2,755-83.2% |
| Participant deferral / active EE | $1,101 | $3,281-66.4% | $4,319-74.5% | $4,296-74.4% |
| Admin fee / account holder | $221 | $4,981-95.6% | $7,386-97.0% | $6,918-96.8% |