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 | $51,726 | $165,984-68.8% | $164,813-68.6% | $145,922-64.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.02% | 100.03%-95.0pp | 69.93%-64.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $6,877 | $5,273+30.4% | $4,341+58.4% | $4,660+47.6% |
| Participant deferral / active EE | $4,974 | $6,959-28.5% | $6,031-17.5% | $6,688-25.6% |
| Admin fee / account holder | $256 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |