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 9-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 | $5,559 | $72,400-92.3% | $67,502-91.8% | $145,922-96.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 7.48% | 7182.46%-7175.0pp | 3512.12%-3504.6pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,591 | $4,783-66.7% | $4,000-60.2% | $6,688-76.2% |
| Admin fee / account holder | $26 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |