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 | $8,646 | $29,660-70.8% | $56,411-84.7% | $80,856-89.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 2.14% | 35.23%-33.1pp | 1701.33%-1699.2pp | 35.59%-33.5pp |
| Employer contribution / active EE | $1,729 | $669+158.3% | $1,039+66.5% | $2,755-37.2% |
| Participant deferral / active EE | $984 | $1,226-19.7% | $1,952-49.6% | $4,296-77.1% |
| Admin fee / account holder | $48 | $2,428-98.0% | $2,829-98.3% | $6,918-99.3% |