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 | $14,437 | $111,754-87.1% | $103,333-86.0% | $145,922-90.1% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 8.96% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,276 | $4,212-69.7% | $3,868-67.0% | $4,660-72.6% |
| Participant deferral / active EE | $2,070 | $5,619-63.2% | $5,057-59.1% | $6,688-69.1% |
| Admin fee / account holder | $267 | $9,750-97.3% | $8,355-96.8% | $13,397-98.0% |