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 3-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 | $2,057 | $30,400-93.2% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 8.86% | 500.19%-491.3pp | 528.60%-519.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $208 | $603-65.5% | $932-77.7% | $2,631-92.1% |
| Participant deferral / active EE | $668 | $1,199-44.2% | $1,826-63.4% | $4,212-84.1% |
| Admin fee / account holder | $281 | $1,993-85.9% | $2,491-88.7% | $7,344-96.2% |