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 | $20,268 | $159,901-87.3% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,882 | $5,286-64.4% | $4,933-61.9% | $4,660-59.6% |
| Participant deferral / active EE | $6,350 | $8,428-24.7% | $8,070-21.3% | $6,688-5.0% |
| Admin fee / account holder | $144 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |