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 | $13,912 | $114,047-87.8% | $96,139-85.5% | $167,490-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.62% | 189.88%-185.3pp | 191.94%-187.3pp | 478.56%-473.9pp |
| Employer contribution / active EE | $1,694 | $3,427-50.6% | $2,797-39.4% | $4,837-65.0% |
| Participant deferral / active EE | $1,099 | $5,194-78.8% | $4,349-74.7% | $6,341-82.7% |
| Admin fee / account holder | $208 | $6,897-97.0% | $5,537-96.3% | $12,309-98.3% |