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 | $65,514 | $209,411-68.7% | $178,490-63.3% | $158,922-58.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.06% | 188.75%-185.7pp | 151.07%-148.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,355 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $4,601 | $5,954-22.7% | $5,202-11.5% | $5,982-23.1% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |