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 | $81,542 | $99,020-17.7% | $86,590-5.8% | $147,584-44.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.18% | 1312.34%-1309.2pp | 964.84%-961.7pp | 578.55%-575.4pp |
| Employer contribution / active EE | $1,508 | $3,132-51.9% | $2,839-46.9% | $4,876-69.1% |
| Participant deferral / active EE | $6,500 | $3,972+63.6% | $3,609+80.1% | $5,439+19.5% |
| Admin fee / account holder | $197 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |