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 | $25,370 | $158,398-84.0% | $126,539-80.0% | $142,382-82.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 8.94% | 593.76%-584.8pp | 425.95%-417.0pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,538 | $4,650-66.9% | $3,674-58.1% | $4,299-64.2% |
| Participant deferral / active EE | $2,188 | $4,767-54.1% | $4,083-46.4% | $6,507-66.4% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |