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 | $76,543 | $150,440-49.1% | $136,294-43.8% | $147,584-48.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 8.80% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,010 | $5,256-42.7% | $4,695-35.9% | $4,876-38.3% |
| Participant deferral / active EE | $4,748 | $6,630-28.4% | $6,247-24.0% | $5,439-12.7% |
| Admin fee / account holder | $159 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |