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 | $25,627 | $74,888-65.8% | $71,209-64.0% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.02% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,598 | $2,854-44.0% | $2,721-41.3% | $4,299-62.8% |
| Participant deferral / active EE | $2,633 | $4,454-40.9% | $4,175-36.9% | $6,507-59.5% |
| Admin fee / account holder | $103 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |