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 | $50,848 | $51,604-1.5% | $129,295-60.7% | $80,874-37.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 9.87% | 20.76%-10.9pp | 9429.28%-9419.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,773 | $1,585+75.0% | $4,157-33.3% | $2,756+0.6% |
| Participant deferral / active EE | $4,133 | $2,670+54.8% | $4,169-0.9% | $4,297-3.8% |
| Admin fee / account holder | $7 | $4,310-99.8% | $7,665-99.9% | $6,935-99.9% |