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 | $24,095 | $91,190-73.6% | $178,490-86.5% | $79,858-69.8% |
| Participation rate | 79.6% | 69.2%+10.4pp | 81.9%-2.3pp | 69.6%+10.0pp |
| Annual return | 3.94% | 24.19%-20.2pp | 151.07%-147.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $256 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |