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 4-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 | $2,892 | $30,400-90.5% | $53,898-94.6% | $84,808-96.6% |
| Participation rate | 81.5% | 46.4%+35.0pp | 55.0%+26.5pp | 68.3%+13.2pp |
| Annual return | 8.65% | 500.19%-491.5pp | 528.60%-520.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $566 | $1,199-52.8% | $1,826-69.0% | $4,212-86.6% |
| Admin fee / account holder | $233 | $1,993-88.3% | $2,491-90.6% | $7,344-96.8% |