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 | $76,123 | $109,817-30.7% | $98,442-22.7% | $167,490-54.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 6.77% | 1956.69%-1949.9pp | 1492.73%-1486.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $558 | $3,224-82.7% | $2,960-81.1% | $4,837-88.5% |
| Participant deferral / active EE | $1,901 | $4,673-59.3% | $4,276-55.5% | $6,341-70.0% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |