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 | $118,804 | $102,966+15.4% | $90,281+31.6% | $152,861-22.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 3.90% | 95.16%-91.3pp | 78.10%-74.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,806 | $3,139-42.5% | $2,854-36.7% | $4,762-62.1% |
| Participant deferral / active EE | $3,132 | $4,281-26.9% | $3,885-19.4% | $5,850-46.5% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |