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 | $49,334 | $154,117-68.0% | $129,995-62.0% | $139,434-64.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.86% | 32.48%-28.6pp | -137.18%+141.0pp | 372.94%-369.1pp |
| Employer contribution / active EE | $7,911 | $5,289+49.6% | $4,320+83.1% | $4,751+66.5% |
| Participant deferral / active EE | $5,155 | $6,710-23.2% | $5,820-11.4% | $6,710-23.2% |
| Admin fee / account holder | $190 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |