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 | $25,118 | $102,317-75.5% | $146,958-82.9% | $80,856-68.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 11.46% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,546 | $3,713-31.4% | $4,933-48.4% | $2,755-7.6% |
| Participant deferral / active EE | $4,233 | $6,644-36.3% | $8,070-47.6% | $4,296-1.5% |
| Admin fee / account holder | $233 | $7,941-97.1% | $12,998-98.2% | $6,918-96.6% |