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 | $29,137 | $176,056-83.4% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.28% | 331.75%-329.5pp | 263.57%-261.3pp | 478.56%-476.3pp |
| Employer contribution / active EE | $1,807 | $5,297-65.9% | $4,829-62.6% | $4,837-62.6% |
| Participant deferral / active EE | $5,219 | $7,750-32.7% | $7,352-29.0% | $6,341-17.7% |
| Admin fee / account holder | $36 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |