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 | $187,204 | $107,334+74.4% | $92,893+101.5% | $152,861+22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.62% | 145.58%-144.0pp | 109.41%-107.8pp | 345.32%-343.7pp |
| Employer contribution / active EE | $12,056 | $4,221+185.6% | $3,653+230.1% | $4,762+153.2% |
| Participant deferral / active EE | $12,352 | $4,845+155.0% | $4,236+191.6% | $5,850+111.1% |
| Admin fee / account holder | $281 | $7,079-96.0% | $5,794-95.2% | $11,596-97.6% |