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 4-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 | $26,285 | $106,515-75.3% | $96,683-72.8% | $139,434-81.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 7.57% | 38.43%-30.9pp | 35.69%-28.1pp | 372.94%-365.4pp |
| Employer contribution / active EE | $7,102 | $4,103+73.1% | $3,737+90.1% | $4,751+49.5% |
| Participant deferral / active EE | $3,842 | $5,454-29.6% | $4,878-21.2% | $6,710-42.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |