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 5-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 | $22,721 | $105,998-78.6% | $92,233-75.4% | $147,584-84.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.05% | 50.05%-41.0pp | 176.28%-167.2pp | 578.55%-569.5pp |
| Employer contribution / active EE | $971 | $4,333-77.6% | $3,679-73.6% | $4,876-80.1% |
| Participant deferral / active EE | $2,637 | $4,478-41.1% | $3,897-32.3% | $5,439-51.5% |
| Admin fee / account holder | $55 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |