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 | $18,740 | $84,233-77.8% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.12% | 23.06%-14.9pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $853 | $3,387-74.8% | $5,433-84.3% | $2,342-63.6% |
| Participant deferral / active EE | $908 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $242 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |