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 6-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 | $21,454 | $124,281-82.7% | $109,143-80.3% | $167,490-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.05% | 26.04%-18.0pp | 25.75%-17.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,388 | $4,207-67.0% | $3,722-62.7% | $4,837-71.3% |
| Participant deferral / active EE | $10,751 | $5,255+104.6% | $4,653+131.1% | $6,341+69.5% |
| Admin fee / account holder | $215 | $7,970-97.3% | $6,752-96.8% | $12,309-98.3% |