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 | $5,306 | $88,751-94.0% | $81,812-93.5% | $145,922-96.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 7.74% | 1025.40%-1017.7pp | 773.79%-766.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $402 | $3,083-87.0% | $2,912-86.2% | $4,660-91.4% |
| Participant deferral / active EE | $2,222 | $4,643-52.1% | $4,319-48.6% | $6,688-66.8% |
| Admin fee / account holder | $243 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |