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 | $30,439 | $99,020-69.3% | $86,590-64.8% | $147,584-79.4% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 1.29% | 1312.34%-1311.0pp | 964.84%-963.6pp | 578.55%-577.3pp |
| Employer contribution / active EE | $1,678 | $3,132-46.4% | $2,839-40.9% | $4,876-65.6% |
| Participant deferral / active EE | $4,095 | $3,972+3.1% | $3,609+13.5% | $5,439-24.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |