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 | $30,718 | $77,145-60.2% | $108,410-71.7% | $85,850-64.2% |
| Participation rate | 73.0% | 74.7%-1.7pp | 80.1%-7.1pp | 69.3%+3.7pp |
| Annual return | 10.24% | 44.54%-34.3pp | 905.27%-895.0pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,046 | $2,379-14.0% | $3,558-42.5% | $2,565-20.3% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |