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 | $19,929 | $117,841-83.1% | $102,423-80.5% | $145,922-86.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 7.55% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,178 | $3,615-67.4% | $3,023-61.0% | $4,660-74.7% |
| Participant deferral / active EE | $4,707 | $5,731-17.9% | $5,053-6.9% | $6,688-29.6% |
| Admin fee / account holder | $284 | $13,326-97.9% | $9,451-97.0% | $13,397-97.9% |