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 | $49,506 | $99,877-50.4% | $84,966-41.7% | $145,922-66.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.21% | 83.76%-76.6pp | 66.38%-59.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,516 | $3,231-53.1% | $2,727-44.4% | $4,660-67.5% |
| Participant deferral / active EE | $8,591 | $5,291+62.4% | $4,519+90.1% | $6,688+28.5% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |