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 | $0 | $56,110-100.0% | $94,993-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.9%-73.9pp | 69.5%-69.5pp |
| Annual return | 3.61% | 51.02%-47.4pp | 27.12%-23.5pp | 73.14%-69.5pp |
| Employer contribution / active EE | $1,587 | $1,442+10.1% | $2,603-39.0% | $2,342-32.2% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |