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 | $68,719-53.7% | $91,541-65.2% | $84,808-62.5% |
| Participation rate | 90.9% | 64.5%+26.4pp | 69.8%+21.1pp | 68.3%+22.6pp |
| Annual return | 8.96% | 19.12%-10.2pp | 20.50%-11.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $7,936 | $1,920+313.4% | $2,505+216.8% | $2,631+201.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $85 | $5,786-98.5% | $6,956-98.8% | $7,344-98.8% |