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 | $17,284 | $34,308-49.6% | $74,701-76.9% | $72,985-76.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 17.07% | 26.58%-9.5pp | 752.92%-735.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,096 | $692+347.7% | $1,084+185.7% | $2,440+26.9% |
| Participant deferral / active EE | $862 | $1,271-32.2% | $1,964-56.1% | $3,607-76.1% |
| Admin fee / account holder | $237 | $2,124-88.8% | $3,333-92.9% | $5,124-95.4% |