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 | $22,931 | $169,032-86.4% | $129,207-82.3% | $145,922-84.3% |
| Participation rate | 89.5% | 76.4%+13.0pp | 69.6%+19.9pp | 80.3%+9.2pp |
| Annual return | 3.31% | 14330.11%-14326.8pp | 9417.33%-9414.0pp | 561.29%-558.0pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,211 | $4,987-75.7% | $4,168-71.0% | $6,688-81.9% |
| Admin fee / account holder | $108 | $9,954-98.9% | $7,715-98.6% | $13,397-99.2% |