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 | $14,555 | $102,966-85.9% | $90,281-83.9% | $152,861-90.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 9.38% | 95.16%-85.8pp | 78.10%-68.7pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,126 | $3,139-64.1% | $2,854-60.6% | $4,762-76.4% |
| Participant deferral / active EE | $3,077 | $4,281-28.1% | $3,885-20.8% | $5,850-47.4% |
| Admin fee / account holder | $229 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |