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 | $17,473 | $58,208-70.0% | $81,812-78.6% | $80,856-78.4% |
| Participation rate | 91.4% | 63.4%+28.0pp | 72.3%+19.1pp | 67.6%+23.8pp |
| Annual return | 10.70% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,743 | $2,340-25.5% | $2,912-40.2% | $2,755-36.7% |
| Participant deferral / active EE | $2,688 | $3,281-18.1% | $4,319-37.8% | $4,296-37.4% |
| Admin fee / account holder | $244 | $4,981-95.1% | $7,386-96.7% | $6,918-96.5% |