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 | $18,458 | $111,754-83.5% | $103,333-82.1% | $145,922-87.4% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 7.25% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,971 | $4,212-29.5% | $3,868-23.2% | $4,660-36.2% |
| Participant deferral / active EE | $7,065 | $5,619+25.7% | $5,057+39.7% | $6,688+5.6% |
| Admin fee / account holder | $73 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |