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 10-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 | $13,347 | $99,918-86.6% | $81,382-83.6% | $145,922-90.9% |
| Participation rate | 87.0% | 74.2%+12.8pp | 69.5%+17.5pp | 80.3%+6.7pp |
| Annual return | -1.68% | 34.32%-36.0pp | 24.73%-26.4pp | 561.29%-563.0pp |
| Employer contribution / active EE | $776 | $2,978-73.9% | $2,463-68.5% | $4,660-83.3% |
| Participant deferral / active EE | $876 | $4,605-81.0% | $3,883-77.4% | $6,688-86.9% |
| Admin fee / account holder | $212 | $8,212-97.4% | $5,768-96.3% | $13,397-98.4% |