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 | $9,092 | $39,019-76.7% | $80,716-88.7% | $85,850-89.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 8.77% | 26.27%-17.5pp | 87.28%-78.5pp | 318.53%-309.8pp |
| Employer contribution / active EE | $3,340 | $722+362.5% | $1,160+187.9% | $2,565+30.2% |
| Participant deferral / active EE | $708 | $1,326-46.6% | $2,146-67.0% | $3,952-82.1% |
| Admin fee / account holder | $145 | $2,431-94.0% | $3,380-95.7% | $6,260-97.7% |