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 | $48,605 | $124,185-60.9% | $108,410-55.2% | $167,490-71.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.36% | 1379.64%-1374.3pp | 905.27%-899.9pp | 478.56%-473.2pp |
| Employer contribution / active EE | $4,453 | $4,187+6.4% | $3,558+25.1% | $4,837-7.9% |
| Participant deferral / active EE | $6,743 | $6,908-2.4% | $6,563+2.7% | $6,341+6.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |