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 | $85,550 | $202,318-57.7% | $172,739-50.5% | $152,861-44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.29% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.0pp |
| Employer contribution / active EE | $2,737 | $5,856-53.3% | $5,143-46.8% | $4,762-42.5% |
| Participant deferral / active EE | $6,659 | $5,948+12.0% | $5,198+28.1% | $5,850+13.8% |
| Admin fee / account holder | $68 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |