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 9-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 | $31,835 | $67,894-53.1% | $89,340-64.4% | $82,448-61.4% |
| Participation rate | 90.9% | 64.0%+26.9pp | 69.6%+21.3pp | 68.1%+22.8pp |
| Annual return | 8.96% | 19.21%-10.2pp | 20.57%-11.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $7,936 | $1,828+334.2% | $2,231+255.6% | $2,551+211.1% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $85 | $5,723-98.5% | $6,704-98.7% | $7,234-98.8% |