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 | $24,919 | $165,984-85.0% | $164,813-84.9% | $145,922-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.13% | 100.03%-94.9pp | 69.93%-64.8pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,218 | $5,273-57.9% | $4,341-48.9% | $4,660-52.4% |
| Participant deferral / active EE | $2,080 | $6,959-70.1% | $6,031-65.5% | $6,688-68.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |