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 | $88,710-94.0% | $81,783-93.5% | $145,959-96.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 7.74% | 1027.26%-1019.5pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $402 | $3,083-87.0% | $2,913-86.2% | $4,661-91.4% |
| Participant deferral / active EE | $2,222 | $4,645-52.2% | $4,320-48.6% | $6,689-66.8% |
| Admin fee / account holder | $243 | $8,407-97.1% | $7,380-96.7% | $13,398-98.2% |