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 | $36,576 | $80,812-54.7% | $160,784-77.3% | $82,448-55.6% |
| Participation rate | 78.6% | 66.2%+12.3pp | 77.0%+1.6pp | 68.1%+10.5pp |
| Annual return | 2.67% | 100.59%-97.9pp | 1803.92%-1801.2pp | 41.64%-39.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,974 | $4,335-54.5% | $6,293-68.6% | $4,139-52.3% |
| Admin fee / account holder | $271 | $7,695-96.5% | $9,717-97.2% | $7,234-96.3% |