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 | $114,144 | $202,318-43.6% | $172,739-33.9% | $152,861-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.84% | 1029.65%-1023.8pp | 802.84%-797.0pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,796 | $5,856-69.3% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $6,869 | $5,948+15.5% | $5,198+32.1% | $5,850+17.4% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |