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 9-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 | $29,048 | $80,717-64.0% | $154,803-81.2% | $84,808-65.7% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 12.06% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $504 | $2,761-81.8% | $4,305-88.3% | $2,631-80.9% |
| Participant deferral / active EE | $877 | $3,303-73.5% | $5,540-84.2% | $4,212-79.2% |
| Admin fee / account holder | $54 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |