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 4-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 | $7,888 | $60,892-87.0% | $82,389-90.4% | $84,808-90.7% |
| Participation rate | 79.0% | 63.3%+15.8pp | 69.5%+9.5pp | 68.3%+10.7pp |
| Annual return | 12.88% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $808 | $1,779-54.6% | $2,517-67.9% | $2,631-69.3% |
| Participant deferral / active EE | $1,399 | $3,179-56.0% | $4,155-66.3% | $4,212-66.8% |
| Admin fee / account holder | $289 | $5,467-94.7% | $7,231-96.0% | $7,344-96.1% |