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 8-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 | $1,964 | $81,625-97.6% | $58,482-96.6% | $139,434-98.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 5.26% | 7404.20%-7398.9pp | 4239.32%-4234.1pp | 372.94%-367.7pp |
| Employer contribution / active EE | $129 | $1,398-90.8% | $1,053-87.8% | $4,751-97.3% |
| Participant deferral / active EE | $227 | $2,557-91.1% | $1,924-88.2% | $6,710-96.6% |
| Admin fee / account holder | $85 | $3,265-97.4% | $2,516-96.6% | $11,403-99.3% |