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 | $52,071 | $85,202-38.9% | $172,739-69.9% | $72,985-28.7% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 5.86% | 27.32%-21.5pp | 802.84%-797.0pp | 81.00%-75.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,175 | $3,260-64.0% | $5,198-77.4% | $3,607-67.4% |
| Admin fee / account holder | $54 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |