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 10-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 | $28,523 | $109,982-74.1% | $97,226-70.7% | $145,922-80.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 7.46% | 242.90%-235.4pp | 75.13%-67.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $667 | $3,084-78.4% | $2,729-75.6% | $4,660-85.7% |
| Participant deferral / active EE | $2,675 | $4,676-42.8% | $4,264-37.3% | $6,688-60.0% |
| Admin fee / account holder | $109 | $6,221-98.2% | $5,654-98.1% | $13,397-99.2% |