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 8-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 | $28,890 | $88,710-67.4% | $81,783-64.7% | $145,959-80.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.24% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,537 | $3,083-50.1% | $2,913-47.2% | $4,661-67.0% |
| Participant deferral / active EE | $2,557 | $4,645-45.0% | $4,320-40.8% | $6,689-61.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |