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 8-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 | $11,659 | $70,756-83.5% | $65,493-82.2% | $142,382-91.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.51% | 1754.89%-1745.4pp | 982.45%-972.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $625 | $2,881-78.3% | $2,574-75.7% | $4,299-85.5% |
| Participant deferral / active EE | $930 | $4,637-80.0% | $3,961-76.5% | $6,507-85.7% |
| Admin fee / account holder | $52 | $6,559-99.2% | $5,028-99.0% | $12,624-99.6% |