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 9-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 | $13,460 | $72,071-81.3% | $68,368-80.3% | $137,256-90.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 11.50% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $596 | $2,788-78.6% | $2,649-77.5% | $4,156-85.7% |
| Participant deferral / active EE | $947 | $4,410-78.5% | $4,123-77.0% | $6,407-85.2% |
| Admin fee / account holder | $220 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |