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 | $8,000 | $27,915-71.3% | $58,482-86.3% | $75,163-89.4% |
| Participation rate | 91.9% | 38.8%+53.0pp | 50.9%+41.0pp | 67.2%+24.7pp |
| Annual return | 13.37% | 44.20%-30.8pp | 4239.32%-4225.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $297 | $669-55.7% | $1,053-71.8% | $2,670-88.9% |
| Participant deferral / active EE | $829 | $1,201-31.0% | $1,924-56.9% | $4,125-79.9% |
| Admin fee / account holder | $250 | $1,726-85.5% | $2,516-90.0% | $5,651-95.6% |