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 | $136,267 | $165,984-17.9% | $164,813-17.3% | $145,922-6.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.31% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,628 | $5,273-69.1% | $4,341-62.5% | $4,660-65.1% |
| Participant deferral / active EE | $6,638 | $6,959-4.6% | $6,031+10.1% | $6,688-0.7% |
| Admin fee / account holder | $187 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |