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 | $31,464 | $95,561-67.1% | $77,163-59.2% | $139,434-77.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.54% | 54.92%-47.4pp | 37.87%-30.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $5,096 | $3,147+61.9% | $2,535+101.0% | $4,751+7.3% |
| Participant deferral / active EE | $6,144 | $4,624+32.9% | $3,833+60.3% | $6,710-8.4% |
| Admin fee / account holder | $34 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |