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 6-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 | $7,956 | $74,888-89.4% | $71,209-88.8% | $142,382-94.4% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 11.82% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $755 | $4,454-83.0% | $4,175-81.9% | $6,507-88.4% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |