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 | $0 | $77,419-100.0% | $69,455-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 0.10% | 39.06%-39.0pp | 28.97%-28.9pp | 345.32%-345.2pp |
| Employer contribution / active EE | $1,120 | $3,315-66.2% | $2,779-59.7% | $4,762-76.5% |
| Participant deferral / active EE | $1,013 | $4,414-77.0% | $3,535-71.3% | $5,850-82.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |