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 10-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 | $29,746 | $189,613-84.3% | $167,512-82.2% | $142,382-79.1% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 2.07% | 2024.68%-2022.6pp | 1615.79%-1613.7pp | 217.08%-215.0pp |
| Employer contribution / active EE | $1,534 | $4,349-64.7% | $3,882-60.5% | $4,299-64.3% |
| Participant deferral / active EE | $2,358 | $6,981-66.2% | $6,405-63.2% | $6,507-63.8% |
| Admin fee / account holder | $52 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |