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 | $16,143 | $30,400-46.9% | $53,898-70.0% | $84,808-81.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 8.59% | 500.19%-491.6pp | 528.60%-520.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $3,478 | $603+477.0% | $932+273.1% | $2,631+32.2% |
| Participant deferral / active EE | $2,379 | $1,199+98.5% | $1,826+30.3% | $4,212-43.5% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |