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 | $29,319-90.1% | $52,425-94.5% | $82,448-96.5% |
| Participation rate | 81.5% | 46.9%+34.6pp | 55.6%+25.9pp | 68.1%+13.4pp |
| Annual return | 8.65% | 535.20%-526.6pp | 302.12%-293.5pp | 41.64%-33.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $566 | $1,171-51.7% | $1,790-68.4% | $4,139-86.3% |
| Admin fee / account holder | $233 | $1,962-88.1% | $2,495-90.7% | $7,234-96.8% |