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 5-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 | $17,989 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.80% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $4,844 | $4,636+4.5% | $4,154+16.6% | $4,156+16.6% |
| Participant deferral / active EE | $2,543 | $6,166-58.8% | $5,453-53.4% | $6,407-60.3% |
| Admin fee / account holder | $43 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |