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 8-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 | $183,121 | $148,534+23.3% | $135,903+34.7% | $139,434+31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.40% | 79.19%-74.8pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $22,286 | $5,243+325.1% | $4,856+358.9% | $4,751+369.1% |
| Participant deferral / active EE | $15,922 | $8,100+96.6% | $7,758+105.2% | $6,710+137.3% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |