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 7-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 | $1,947 | $27,915-93.0% | $58,482-96.7% | $75,163-97.4% |
| Participation rate | 72.5% | 38.8%+33.7pp | 50.9%+21.6pp | 67.2%+5.3pp |
| Annual return | 11.99% | 44.20%-32.2pp | 4239.32%-4227.3pp | 160.62%-148.6pp |
| Employer contribution / active EE | $133 | $669-80.1% | $1,053-87.4% | $2,670-95.0% |
| Participant deferral / active EE | $751 | $1,201-37.5% | $1,924-61.0% | $4,125-81.8% |
| Admin fee / account holder | $219 | $1,726-87.3% | $2,516-91.3% | $5,651-96.1% |