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 | $2,233 | $24,730-91.0% | $66,042-96.6% | $84,808-97.4% |
| Participation rate | 75.3% | 68.1%+7.2pp | 67.5%+7.8pp | 68.3%+7.0pp |
| Annual return | 3.69% | 79.55%-75.9pp | 52.11%-48.4pp | 40.90%-37.2pp |
| Employer contribution / active EE | $333 | $857-61.1% | $1,579-78.9% | $2,631-87.3% |
| Participant deferral / active EE | $793 | $1,737-54.4% | $2,835-72.0% | $4,212-81.2% |
| Admin fee / account holder | $243 | $3,014-91.9% | $5,747-95.8% | $7,344-96.7% |