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 8-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 | $28,890 | $88,751-67.4% | $81,812-64.7% | $145,922-80.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 8.24% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,537 | $3,083-50.2% | $2,912-47.2% | $4,660-67.0% |
| Participant deferral / active EE | $2,557 | $4,643-44.9% | $4,319-40.8% | $6,688-61.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |