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 | $14,932 | $30,400-50.9% | $53,898-72.3% | $84,808-82.4% |
| Participation rate | 87.9% | 46.4%+41.4pp | 55.0%+32.9pp | 68.3%+19.6pp |
| Annual return | 14.22% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $457 | $603-24.2% | $932-51.0% | $2,631-82.6% |
| Participant deferral / active EE | $1,624 | $1,199+35.5% | $1,826-11.1% | $4,212-61.4% |
| Admin fee / account holder | $225 | $1,993-88.7% | $2,491-91.0% | $7,344-96.9% |