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 | $15,157 | $96,305-84.3% | $80,569-81.2% | $139,434-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 3.68% | 1350.08%-1346.4pp | 935.43%-931.7pp | 372.94%-369.3pp |
| Employer contribution / active EE | $1,584 | $3,262-51.4% | $2,723-41.8% | $4,751-66.7% |
| Participant deferral / active EE | $1,928 | $5,232-63.1% | $4,447-56.6% | $6,710-71.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |