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 | $17,315 | $111,754-84.5% | $103,333-83.2% | $145,922-88.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.35% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $883 | $4,212-79.0% | $3,868-77.2% | $4,660-81.0% |
| Participant deferral / active EE | $1,629 | $5,619-71.0% | $5,057-67.8% | $6,688-75.6% |
| Admin fee / account holder | $109 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |